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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 | $47,081 | $41,377+13.8% | $109,313-56.9% | $62,881-25.1% |
| Participation rate | 57.5% | 57.5%0pp | 71.3%-13.7pp | 69.3%-11.8pp |
| Annual return | 8.28% | 11.05%-2.8pp | 22.07%-13.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,513 | $1,276+18.6% | $3,892-61.1% | $2,281-33.6% |
| Participant deferral / active EE | $3,289 | $2,045+60.8% | $3,166+3.9% | $3,203+2.7% |
| Admin fee / account holder | $1,302 | $2,884-54.9% | $5,666-77.0% | $4,296-69.7% |