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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 | $48,188 | $78,015-38.2% | $178,505-73.0% | $80,959-40.5% |
| Participation rate | 55.6% | 65.7%-10.1pp | 77.1%-21.6pp | 67.7%-12.1pp |
| Annual return | 11.91% | 18.10%-6.2pp | 27.16%-15.2pp | 35.67%-23.8pp |
| Employer contribution / active EE | $2,525 | $2,281+10.7% | $3,955-36.1% | $2,757-8.4% |
| Participant deferral / active EE | $5,414 | $4,406+22.9% | $6,280-13.8% | $4,300+25.9% |
| Admin fee / account holder | $2,548 | $7,160-64.4% | $10,428-75.6% | $6,925-63.2% |