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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 | $39,060 | $199,109-80.4% | $173,730-77.5% | $154,746-74.8% |
| Participation rate | 64.7% | 82.8%-18.1pp | 79.6%-14.9pp | 80.7%-16.0pp |
| Annual return | 19.62% | 20.02%-0.4pp | 19.96%-0.3pp | 172.34%-152.7pp |
| Employer contribution / active EE | $1,737 | $5,311-67.3% | $4,577-62.0% | $4,379-60.3% |
| Participant deferral / active EE | $3,231 | $7,113-54.6% | $6,326-48.9% | $6,730-52.0% |
| Admin fee / account holder | $688 | $20,916-96.7% | $17,523-96.1% | $14,365-95.2% |