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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 | $42,289 | $124,425-66.0% | $112,040-62.3% | $137,256-69.2% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.5%-16.5pp | 80.0%-20.0pp |
| Annual return | 15.49% | 24.72%-9.2pp | 24.52%-9.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,402 | $3,411-58.9% | $2,954-52.5% | $4,156-66.3% |
| Participant deferral / active EE | $4,127 | $5,718-27.8% | $5,098-19.0% | $6,407-35.6% |
| Admin fee / account holder | $412 | $15,207-97.3% | $12,098-96.6% | $12,270-96.6% |