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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 | $24,600 | $52,903-53.5% | $73,309-66.4% | $59,632-58.7% |
| Participation rate | 66.2% | 68.2%-2.1pp | 74.9%-8.8pp | 68.7%-2.5pp |
| Annual return | 4.40% | 12.20%-7.8pp | 5.67%-1.3pp | 2041.32%-2036.9pp |
| Employer contribution / active EE | $1,440 | $1,909-24.6% | $3,237-55.5% | $2,203-34.6% |
| Participant deferral / active EE | $5,349 | $4,069+31.5% | $4,991+7.2% | $3,192+67.6% |
| Admin fee / account holder | $623 | $3,834-83.7% | $5,637-88.9% | $4,297-85.5% |