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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 | $50,133 | $77,814-35.6% | $158,223-68.3% | $86,983-42.4% |
| Participation rate | 58.7% | 68.4%-9.7pp | 79.2%-20.5pp | 69.5%-10.8pp |
| Annual return | 16.44% | 30.54%-14.1pp | 52.09%-35.7pp | 25.83%-9.4pp |
| Employer contribution / active EE | $1,648 | $2,592-36.4% | $4,109-59.9% | $2,584-36.2% |
| Participant deferral / active EE | $4,787 | $3,270+46.4% | $5,467-12.4% | $4,194+14.1% |
| Admin fee / account holder | $1,148 | $5,879-80.5% | $16,047-92.8% | $7,856-85.4% |