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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 | $79,052 | $114,712-31.1% | $173,730-54.5% | $87,485-9.6% |
| Participation rate | 47.5% | 73.0%-25.5pp | 79.6%-32.1pp | 68.9%-21.4pp |
| Annual return | 18.71% | 20.18%-1.5pp | 19.96%-1.2pp | 26.06%-7.4pp |
| Employer contribution / active EE | $1,862 | $2,904-35.9% | $4,577-59.3% | $2,596-28.3% |
| Participant deferral / active EE | $4,835 | $4,642+4.2% | $6,326-23.6% | $4,274+13.1% |
| Admin fee / account holder | $1,398 | $10,210-86.3% | $17,523-92.0% | $7,775-82.0% |