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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 | $50,328 | $75,541-33.4% | $152,093-66.9% | $82,637-39.1% |
| Participation rate | 60.5% | 66.5%-6.0pp | 77.8%-17.2pp | 68.1%-7.5pp |
| Annual return | 22.14% | 32.56%-10.4pp | 66.36%-44.2pp | 53.51%-31.4pp |
| Employer contribution / active EE | $2,246 | $2,622-14.3% | $4,175-46.2% | $2,552-12.0% |
| Participant deferral / active EE | $3,957 | $3,206+23.4% | $5,451-27.4% | $4,126-4.1% |
| Admin fee / account holder | $708 | $6,405-89.0% | $14,497-95.1% | $7,339-90.4% |