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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 | $48,724 | $65,685-25.8% | $57,183-14.8% | $273,970-82.2% |
| Participation rate | 69.2% | 78.3%-9.1pp | 75.3%-6.1pp | 83.0%-13.8pp |
| Annual return | 5.67% | 21.99%-16.3pp | 14.59%-8.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $2,585 | $3,279-21.1% | $2,682-3.6% | $4,869-46.9% |
| Participant deferral / active EE | $4,891 | $3,781+29.3% | $3,096+58.0% | $5,287-7.5% |
| Admin fee / account holder | $868 | $4,835-82.0% | $3,139-72.4% | $10,132-91.4% |