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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 | $41,514 | $49,791-16.6% | $78,210-46.9% | $70,124-40.8% |
| Participation rate | 60.2% | 62.3%-2.1pp | 68.7%-8.5pp | 69.5%-9.3pp |
| Annual return | 18.66% | 20.75%-2.1pp | 40.90%-22.2pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,225 | $1,430-14.3% | $2,034-39.7% | $2,342-47.7% |
| Participant deferral / active EE | $1,795 | $2,150-16.5% | $2,823-36.4% | $3,332-46.1% |
| Admin fee / account holder | $911 | $3,181-71.3% | $3,758-75.7% | $4,645-80.4% |