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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 | $50,192 | $110,137-54.4% | $161,149-68.9% | $82,637-39.3% |
| Participation rate | 57.8% | 72.4%-14.5pp | 78.8%-21.0pp | 68.1%-10.2pp |
| Annual return | 19.98% | 20.69%-0.7pp | 21.16%-1.2pp | 53.51%-33.5pp |
| Employer contribution / active EE | $1,799 | $2,856-37.0% | $4,360-58.7% | $2,552-29.5% |
| Participant deferral / active EE | $3,516 | $4,575-23.1% | $6,153-42.9% | $4,126-14.8% |
| Admin fee / account holder | $9,716 | $9,467+2.6% | $15,194-36.1% | $7,339+32.4% |