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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 | $50,474 | $107,733-53.1% | $92,985-45.7% | $154,746-67.4% |
| Participation rate | 64.3% | 74.6%-10.3pp | 69.5%-5.2pp | 80.7%-16.4pp |
| Annual return | 14.53% | 30.39%-15.9pp | 27.99%-13.5pp | 172.34%-157.8pp |
| Employer contribution / active EE | $1,280 | $3,126-59.1% | $2,662-51.9% | $4,379-70.8% |
| Participant deferral / active EE | $1,918 | $5,053-62.0% | $4,377-56.2% | $6,730-71.5% |
| Admin fee / account holder | $1,004 | $11,369-91.2% | $9,463-89.4% | $14,365-93.0% |