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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 | $39,681 | $97,550-59.3% | $120,344-67.0% | $87,485-54.6% |
| Participation rate | 63.4% | 72.8%-9.4pp | 76.7%-13.3pp | 68.9%-5.5pp |
| Annual return | 17.11% | 18.41%-1.3pp | 20.30%-3.2pp | 26.06%-9.0pp |
| Employer contribution / active EE | $1,184 | $2,291-48.3% | $3,020-60.8% | $2,596-54.4% |
| Participant deferral / active EE | $1,946 | $4,230-54.0% | $5,135-62.1% | $4,274-54.5% |
| Admin fee / account holder | $1,003 | $9,543-89.5% | $12,742-92.1% | $7,775-87.1% |