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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 | $39,240 | $114,712-65.8% | $173,730-77.4% | $87,485-55.1% |
| Participation rate | 64.5% | 73.0%-8.5pp | 79.6%-15.1pp | 68.9%-4.4pp |
| Annual return | 17.60% | 20.18%-2.6pp | 19.96%-2.4pp | 26.06%-8.5pp |
| Employer contribution / active EE | $1,727 | $2,904-40.5% | $4,577-62.3% | $2,596-33.5% |
| Participant deferral / active EE | $2,899 | $4,642-37.5% | $6,326-54.2% | $4,274-32.2% |
| Admin fee / account holder | $2,082 | $10,210-79.6% | $17,523-88.1% | $7,775-73.2% |