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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 | $40,758 | $199,109-79.5% | $173,730-76.5% | $154,746-73.7% |
| Participation rate | 53.8% | 82.8%-29.0pp | 79.6%-25.7pp | 80.7%-26.9pp |
| Annual return | 18.92% | 20.02%-1.1pp | 19.96%-1.0pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,286 | $5,311-75.8% | $4,577-71.9% | $4,379-70.6% |
| Participant deferral / active EE | $4,659 | $7,113-34.5% | $6,326-26.3% | $6,730-30.8% |
| Admin fee / account holder | $1,141 | $20,916-94.5% | $17,523-93.5% | $14,365-92.1% |