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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 | $69,508 | $153,769-54.8% | $133,975-48.1% | $273,972-74.6% |
| Participation rate | 56.3% | 88.4%-32.1pp | 87.1%-30.8pp | 83.0%-26.8pp |
| Annual return | 7.56% | 36.51%-28.9pp | 29.29%-21.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,219 | $6,029-63.2% | $5,211-57.4% | $4,869-54.4% |
| Participant deferral / active EE | $4,584 | $6,958-34.1% | $6,282-27.0% | $5,287-13.3% |
| Admin fee / account holder | $1,227 | $11,765-89.6% | $9,324-86.8% | $10,133-87.9% |