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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,931 | $57,065-14.3% | $75,670-35.3% | $70,131-30.2% |
| Participation rate | 63.0% | 68.1%-5.1pp | 72.3%-9.4pp | 69.5%-6.6pp |
| Annual return | 20.95% | 23.57%-2.6pp | 27.34%-6.4pp | 73.14%-52.2pp |
| Employer contribution / active EE | $2,743 | $1,817+51.0% | $2,352+16.6% | $2,342+17.1% |
| Participant deferral / active EE | $5,600 | $2,580+117.1% | $3,142+78.2% | $3,332+68.1% |
| Admin fee / account holder | $1,131 | $3,825-70.4% | $5,800-80.5% | $4,645-75.7% |