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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 | $43,691 | $80,992-46.1% | $96,534-54.7% | $75,173-41.9% |
| Participation rate | 67.1% | 71.8%-4.7pp | 76.0%-8.9pp | 67.2%-0.1pp |
| Annual return | 20.39% | 27.05%-6.7pp | 25.88%-5.5pp | 160.72%-140.3pp |
| Employer contribution / active EE | $1,122 | $2,283-50.8% | $2,965-62.1% | $2,671-58.0% |
| Participant deferral / active EE | $2,654 | $3,929-32.5% | $4,851-45.3% | $4,126-35.7% |
| Admin fee / account holder | $1,131 | $6,717-83.2% | $8,253-86.3% | $5,651-80.0% |