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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 | $42,074 | $56,287-25.3% | $80,977-48.0% | $62,881-33.1% |
| Participation rate | 62.2% | 68.9%-6.7pp | 75.8%-13.6pp | 69.3%-7.1pp |
| Annual return | 7.25% | 22.13%-14.9pp | 17.11%-9.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,176 | $1,943-39.5% | $3,715-68.4% | $2,281-48.5% |
| Participant deferral / active EE | $1,988 | $4,196-52.6% | $5,696-65.1% | $3,203-37.9% |
| Admin fee / account holder | $423 | $3,742-88.7% | $5,517-92.3% | $4,296-90.1% |