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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 | $50,878 | $97,550-47.8% | $120,344-57.7% | $87,485-41.8% |
| Participation rate | 68.9% | 72.8%-3.9pp | 76.7%-7.8pp | 68.9%0pp |
| Annual return | 38.69% | 18.41%+20.3pp | 20.30%+18.4pp | 26.06%+12.6pp |
| Employer contribution / active EE | $1,323 | $2,291-42.2% | $3,020-56.2% | $2,596-49.0% |
| Participant deferral / active EE | $4,232 | $4,2300% | $5,135-17.6% | $4,274-1.0% |
| Admin fee / account holder | $1,834 | $9,543-80.8% | $12,742-85.6% | $7,775-76.4% |