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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 | $48,034 | $76,551-37.3% | $123,894-61.2% | $62,881-23.6% |
| Participation rate | 68.0% | 73.0%-5.0pp | 81.4%-13.4pp | 69.3%-1.3pp |
| Annual return | 9.66% | 18.68%-9.0pp | 47.52%-37.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $2,796 | $2,882-3.0% | $4,617-39.4% | $2,281+22.6% |
| Participant deferral / active EE | $6,110 | $4,840+26.2% | $5,984+2.1% | $3,203+90.8% |
| Admin fee / account holder | $900 | $4,826-81.4% | $8,357-89.2% | $4,296-79.1% |