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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 | $50,501 | $138,393-63.5% | $184,256-72.6% | $80,959-37.6% |
| Participation rate | 64.2% | 83.9%-19.7pp | 86.8%-22.7pp | 67.7%-3.5pp |
| Annual return | 19.76% | 20.01%-0.2pp | 28.85%-9.1pp | 35.67%-15.9pp |
| Employer contribution / active EE | $1,776 | $4,847-63.4% | $6,427-72.4% | $2,757-35.6% |
| Participant deferral / active EE | $4,241 | $7,076-40.1% | $9,133-53.6% | $4,300-1.4% |
| Admin fee / account holder | $1,932 | $10,489-81.6% | $13,899-86.1% | $6,925-72.1% |