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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 | $67,646 | $114,712-41.0% | $173,730-61.1% | $87,485-22.7% |
| Participation rate | 49.3% | 73.0%-23.7pp | 79.6%-30.3pp | 68.9%-19.7pp |
| Annual return | 15.14% | 20.18%-5.0pp | 19.96%-4.8pp | 26.06%-10.9pp |
| Employer contribution / active EE | $1,491 | $2,904-48.7% | $4,577-67.4% | $2,596-42.6% |
| Participant deferral / active EE | $2,373 | $4,642-48.9% | $6,326-62.5% | $4,274-44.5% |
| Admin fee / account holder | $2,412 | $10,210-76.4% | $17,523-86.2% | $7,775-69.0% |