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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 | $54,559 | $92,573-41.1% | $85,946-36.5% | $86,983-37.3% |
| Participation rate | 55.2% | 70.5%-15.3pp | 77.2%-22.0pp | 69.5%-14.4pp |
| Annual return | 12.48% | 15.50%-3.0pp | 31.33%-18.8pp | 25.83%-13.4pp |
| Employer contribution / active EE | $2,287 | $4,254-46.3% | $4,539-49.6% | $2,584-11.5% |
| Participant deferral / active EE | $2,135 | $3,999-46.6% | $5,465-60.9% | $4,194-49.1% |
| Admin fee / account holder | $818 | $7,308-88.8% | $11,250-92.7% | $7,856-89.6% |