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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 | $47,856 | $72,492-34.0% | $87,104-45.1% | $72,975-34.4% |
| Participation rate | 69.5% | 72.8%-3.3pp | 76.9%-7.4pp | 69.5%0pp |
| Annual return | 19.32% | 24.46%-5.1pp | 28.19%-8.9pp | 81.01%-61.7pp |
| Employer contribution / active EE | $1,939 | $1,894+2.4% | $2,521-23.1% | $2,440-20.5% |
| Participant deferral / active EE | $4,734 | $3,270+44.8% | $4,048+16.9% | $3,608+31.2% |
| Admin fee / account holder | $1,519 | $5,055-69.9% | $7,491-79.7% | $5,124-70.4% |