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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 | $40,389 | $70,486-42.7% | $100,535-59.8% | $79,856-49.4% |
| Participation rate | 68.3% | 73.6%-5.4pp | 79.4%-11.1pp | 69.6%-1.3pp |
| Annual return | 17.39% | 21.90%-4.5pp | 30.90%-13.5pp | 31.71%-14.3pp |
| Employer contribution / active EE | $992 | $2,165-54.2% | $3,419-71.0% | $2,471-59.9% |
| Participant deferral / active EE | $4,507 | $5,182-13.0% | $6,271-28.1% | $3,741+20.5% |
| Admin fee / account holder | $1,071 | $4,480-76.1% | $8,085-86.8% | $5,306-79.8% |