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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 | $35,604 | $76,367-53.4% | $93,614-62.0% | $72,983-51.2% |
| Participation rate | 66.7% | 71.7%-5.1pp | 75.8%-9.2pp | 69.5%-2.8pp |
| Annual return | 18.91% | 25.82%-6.9pp | 32.76%-13.9pp | 81.01%-62.1pp |
| Employer contribution / active EE | $420 | $2,275-81.5% | $2,718-84.5% | $2,440-82.8% |
| Participant deferral / active EE | $5,056 | $3,538+42.9% | $4,069+24.3% | $3,608+40.2% |
| Admin fee / account holder | $3,950 | $6,838-42.2% | $7,889-49.9% | $5,124-22.9% |