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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 | $38,555 | $95,453-59.6% | $112,040-65.6% | $82,448-53.2% |
| Participation rate | 67.4% | 72.8%-5.3pp | 76.5%-9.1pp | 68.1%-0.6pp |
| Annual return | 15.53% | 23.92%-8.4pp | 24.52%-9.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,746 | $2,318-24.6% | $2,954-40.9% | $2,551-31.5% |
| Participant deferral / active EE | $3,890 | $4,224-7.9% | $5,098-23.7% | $4,139-6.0% |
| Admin fee / account holder | $594 | $9,013-93.4% | $12,098-95.1% | $7,234-91.8% |