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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 | $50,548 | $76,551-34.0% | $123,894-59.2% | $62,881-19.6% |
| Participation rate | 60.7% | 73.0%-12.3pp | 81.4%-20.7pp | 69.3%-8.6pp |
| Annual return | 6.68% | 18.68%-12.0pp | 47.52%-40.8pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,878 | $2,882-34.9% | $4,617-59.3% | $2,281-17.7% |
| Participant deferral / active EE | $3,357 | $4,840-30.6% | $5,984-43.9% | $3,203+4.8% |
| Admin fee / account holder | $5,390 | $4,826+11.7% | $8,357-35.5% | $4,296+25.5% |