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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 | $42,778 | $72,492-41.0% | $87,102-50.9% | $72,983-41.4% |
| Participation rate | 69.1% | 72.8%-3.7pp | 76.9%-7.7pp | 69.5%-0.3pp |
| Annual return | 21.08% | 24.46%-3.4pp | 28.19%-7.1pp | 81.01%-59.9pp |
| Employer contribution / active EE | $917 | $1,894-51.6% | $2,521-63.6% | $2,440-62.4% |
| Participant deferral / active EE | $3,399 | $3,270+4.0% | $4,048-16.0% | $3,608-5.8% |
| Admin fee / account holder | $976 | $5,055-80.7% | $7,491-87.0% | $5,124-81.0% |