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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 | $48,341 | $100,194-51.8% | $122,979-60.7% | $86,983-44.4% |
| Participation rate | 53.6% | 73.0%-19.4pp | 77.2%-23.6pp | 69.5%-16.0pp |
| Annual return | 19.76% | 16.47%+3.3pp | 20.12%-0.4pp | 25.83%-6.1pp |
| Employer contribution / active EE | $1,947 | $2,326-16.3% | $3,062-36.4% | $2,584-24.7% |
| Participant deferral / active EE | $4,138 | $4,133+0.1% | $5,003-17.3% | $4,194-1.3% |
| Admin fee / account holder | $2,962 | $10,148-70.8% | $12,864-77.0% | $7,856-62.3% |