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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 | $76,407-34.4% | $150,298-66.6% | $82,448-39.2% |
| Participation rate | 58.7% | 66.4%-7.7pp | 77.8%-19.1pp | 68.1%-9.4pp |
| Annual return | 16.44% | 39.99%-23.6pp | 62.79%-46.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,648 | $2,614-37.0% | $4,154-60.3% | $2,551-35.4% |
| Participant deferral / active EE | $4,787 | $3,214+48.9% | $5,453-12.2% | $4,139+15.7% |
| Admin fee / account holder | $1,148 | $6,352-81.9% | $14,116-91.9% | $7,234-84.1% |