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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 | $47,511 | $65,364-27.3% | $92,909-48.9% | $72,975-34.9% |
| Participation rate | 58.0% | 68.3%-10.3pp | 76.0%-18.0pp | 69.5%-11.5pp |
| Annual return | 26.21% | 42.11%-15.9pp | 109.44%-83.2pp | 81.01%-54.8pp |
| Employer contribution / active EE | $2,658 | $2,594+2.5% | $3,653-27.2% | $2,440+8.9% |
| Participant deferral / active EE | $5,462 | $3,128+74.6% | $4,238+28.9% | $3,608+51.4% |
| Admin fee / account holder | $3,570 | $4,251-16.0% | $5,795-38.4% | $5,124-30.3% |