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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 | $37,019 | $110,137-66.4% | $161,149-77.0% | $82,637-55.2% |
| Participation rate | 65.2% | 72.4%-7.2pp | 78.8%-13.7pp | 68.1%-2.9pp |
| Annual return | 15.87% | 20.69%-4.8pp | 21.16%-5.3pp | 53.51%-37.6pp |
| Employer contribution / active EE | $1,995 | $2,856-30.1% | $4,360-54.2% | $2,552-21.8% |
| Participant deferral / active EE | $4,059 | $4,575-11.3% | $6,153-34.0% | $4,126-1.6% |
| Admin fee / account holder | $3,937 | $9,467-58.4% | $15,194-74.1% | $7,339-46.3% |