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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 | $46,818 | $81,358-42.5% | $155,556-69.9% | $80,959-42.2% |
| Participation rate | 62.1% | 66.3%-4.2pp | 78.2%-16.2pp | 67.7%-5.6pp |
| Annual return | 17.84% | 33.39%-15.6pp | 64.84%-47.0pp | 35.67%-17.8pp |
| Employer contribution / active EE | $1,757 | $3,106-43.4% | $4,675-62.4% | $2,757-36.3% |
| Participant deferral / active EE | $5,174 | $3,455+49.7% | $5,631-8.1% | $4,300+20.3% |
| Admin fee / account holder | $3,591 | $7,994-55.1% | $15,885-77.4% | $6,925-48.2% |