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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 | $42,056 | $199,109-78.9% | $173,730-75.8% | $154,746-72.8% |
| Participation rate | 68.4% | 82.8%-14.4pp | 79.6%-11.2pp | 80.7%-12.3pp |
| Annual return | 15.15% | 20.02%-4.9pp | 19.96%-4.8pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,644 | $5,311-69.0% | $4,577-64.1% | $4,379-62.5% |
| Participant deferral / active EE | $3,830 | $7,113-46.1% | $6,326-39.5% | $6,730-43.1% |
| Admin fee / account holder | $8,430 | $20,916-59.7% | $17,523-51.9% | $14,365-41.3% |