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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 | $44,810 | $101,778-56.0% | $164,975-72.8% | $80,925-44.6% |
| Participation rate | 59.6% | 71.8%-12.2pp | 78.6%-19.0pp | 67.7%-8.0pp |
| Annual return | 14.59% | 16.73%-2.1pp | 70.12%-55.5pp | 35.65%-21.1pp |
| Employer contribution / active EE | $1,615 | $2,954-45.3% | $4,343-62.8% | $2,756-41.4% |
| Participant deferral / active EE | $4,990 | $4,477+11.5% | $6,033-17.3% | $4,299+16.1% |
| Admin fee / account holder | $3,020 | $8,221-63.3% | $12,688-76.2% | $6,940-56.5% |