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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 | $49,058 | $115,225-57.4% | $100,712-51.3% | $138,895-64.7% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 16.51% | 40.35%-23.8pp | 33.27%-16.8pp | 145.39%-128.9pp |
| Employer contribution / active EE | $930 | $2,771-66.4% | $2,313-59.8% | $4,194-77.8% |
| Participant deferral / active EE | $1,876 | $4,699-60.1% | $4,085-54.1% | $6,396-70.7% |
| Admin fee / account holder | $3,713 | $10,844-65.8% | $9,256-59.9% | $12,562-70.4% |