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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 | $49,923 | $76,551-34.8% | $123,894-59.7% | $62,881-20.6% |
| Participation rate | 67.1% | 73.0%-5.9pp | 81.4%-14.3pp | 69.3%-2.2pp |
| Annual return | 10.04% | 18.68%-8.6pp | 47.52%-37.5pp | 20.14%-10.1pp |
| Employer contribution / active EE | $1,379 | $2,882-52.2% | $4,617-70.1% | $2,281-39.5% |
| Participant deferral / active EE | $3,826 | $4,840-20.9% | $5,984-36.1% | $3,203+19.5% |
| Admin fee / account holder | $5,766 | $4,826+19.5% | $8,357-31.0% | $4,296+34.2% |