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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 | $50,950 | $76,550-33.4% | $123,894-58.9% | $62,881-19.0% |
| Participation rate | 46.5% | 73.0%-26.5pp | 81.4%-34.9pp | 69.3%-22.8pp |
| Annual return | 8.45% | 18.67%-10.2pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,927 | $2,882-33.2% | $4,617-58.3% | $2,281-15.5% |
| Participant deferral / active EE | $5,443 | $4,840+12.5% | $5,984-9.0% | $3,203+69.9% |
| Admin fee / account holder | $1,947 | $4,826-59.7% | $8,357-76.7% | $4,296-54.7% |