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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 | $96,821 | $181,896-46.8% | $156,551-38.2% | $273,972-64.7% |
| Participation rate | 46.2% | 88.4%-42.2pp | 84.0%-37.9pp | 83.0%-36.9pp |
| Annual return | 5.47% | 30.74%-25.3pp | 32.23%-26.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $3,786 | $6,248-39.4% | $5,501-31.2% | $4,869-22.2% |
| Participant deferral / active EE | $2,646 | $5,550-52.3% | $4,871-45.7% | $5,287-50.0% |
| Admin fee / account holder | $1,670 | $15,560-89.3% | $13,028-87.2% | $10,133-83.5% |