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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 | $32,973 | $88,370-62.7% | $112,977-70.8% | $79,852-58.7% |
| Participation rate | 67.6% | 76.8%-9.2pp | 82.6%-15.0pp | 69.6%-2.1pp |
| Annual return | 15.63% | 23.16%-7.5pp | 24.24%-8.6pp | 31.72%-16.1pp |
| Employer contribution / active EE | $1,724 | $3,398-49.3% | $4,255-59.5% | $2,471-30.2% |
| Participant deferral / active EE | $3,965 | $4,536-12.6% | $5,836-32.1% | $3,740+6.0% |
| Admin fee / account holder | $2,555 | $5,750-55.6% | $6,294-59.4% | $5,306-51.8% |