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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 | $40,678 | $76,551-46.9% | $123,894-67.2% | $62,881-35.3% |
| Participation rate | 67.7% | 73.0%-5.2pp | 81.4%-13.7pp | 69.3%-1.6pp |
| Annual return | 7.66% | 18.68%-11.0pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,988 | $2,882-31.0% | $4,617-56.9% | $2,281-12.8% |
| Participant deferral / active EE | $3,100 | $4,840-36.0% | $5,984-48.2% | $3,203-3.2% |
| Admin fee / account holder | $641 | $4,826-86.7% | $8,357-92.3% | $4,296-85.1% |