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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 | $50,871 | $67,602-24.7% | $82,312-38.2% | $70,126-27.5% |
| Participation rate | 69.5% | 72.8%-3.3pp | 76.9%-7.4pp | 69.5%0pp |
| Annual return | 16.02% | 21.57%-5.5pp | 25.88%-9.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $678 | $1,755-61.4% | $2,428-72.1% | $2,343-71.1% |
| Participant deferral / active EE | $2,007 | $2,987-32.8% | $3,706-45.8% | $3,332-39.8% |
| Admin fee / account holder | $3,219 | $4,512-28.6% | $5,608-42.6% | $4,645-30.7% |