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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 | $29,167 | $115,225-74.7% | $100,712-71.0% | $138,895-79.0% |
| Participation rate | 58.3% | 74.3%-16.0pp | 69.3%-10.9pp | 79.9%-21.6pp |
| Annual return | 15.79% | 40.35%-24.6pp | 33.27%-17.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,170 | $2,771-57.8% | $2,313-49.4% | $4,194-72.1% |
| Participant deferral / active EE | $1,620 | $4,699-65.5% | $4,085-60.3% | $6,396-74.7% |
| Admin fee / account holder | $939 | $10,844-91.3% | $9,256-89.9% | $12,562-92.5% |