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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 | $49,368 | $78,520-37.1% | $96,576-48.9% | $82,448-40.1% |
| Participation rate | 64.3% | 77.7%-13.4pp | 81.4%-17.2pp | 68.1%-3.8pp |
| Annual return | 18.31% | 41.30%-23.0pp | 38.47%-20.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $2,775 | $2,630+5.5% | $3,553-21.9% | $2,551+8.8% |
| Participant deferral / active EE | $8,279 | $6,754+22.6% | $7,956+4.1% | $4,139+100.0% |
| Admin fee / account holder | $4,152 | $13,455-69.1% | $11,381-63.5% | $7,234-42.6% |