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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 | $61,799 | $81,446-24.1% | $103,374-40.2% | $80,874-23.6% |
| Participation rate | 55.6% | 66.9%-11.3pp | 74.5%-19.0pp | 67.6%-12.1pp |
| Annual return | 19.99% | 25.57%-5.6pp | 24.89%-4.9pp | 35.62%-15.6pp |
| Employer contribution / active EE | $1,717 | $3,107-44.7% | $3,869-55.6% | $2,756-37.7% |
| Participant deferral / active EE | $4,194 | $3,870+8.4% | $5,058-17.1% | $4,297-2.4% |
| Admin fee / account holder | $918 | $6,715-86.3% | $8,394-89.1% | $6,935-86.8% |