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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 | $50,969 | $51,708-1.4% | $106,619-52.2% | $62,881-18.9% |
| Participation rate | 55.8% | 66.9%-11.1pp | 78.0%-22.2pp | 69.3%-13.5pp |
| Annual return | 4.49% | 4.69%-0.2pp | 9.42%-4.9pp | 20.14%-15.7pp |
| Employer contribution / active EE | $799 | $1,764-54.7% | $3,947-79.7% | $2,281-65.0% |
| Participant deferral / active EE | $3,078 | $2,315+32.9% | $3,930-21.7% | $3,203-3.9% |
| Admin fee / account holder | $2,619 | $3,349-21.8% | $6,418-59.2% | $4,296-39.0% |