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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 | $47,090 | $76,551-38.5% | $123,894-62.0% | $62,881-25.1% |
| Participation rate | 64.7% | 73.0%-8.3pp | 81.4%-16.7pp | 69.3%-4.6pp |
| Annual return | 8.13% | 18.68%-10.5pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,534 | $2,882-46.8% | $4,617-66.8% | $2,281-32.7% |
| Participant deferral / active EE | $4,210 | $4,840-13.0% | $5,984-29.6% | $3,203+31.4% |
| Admin fee / account holder | $1,736 | $4,826-64.0% | $8,357-79.2% | $4,296-59.6% |