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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 | $43,510 | $124,425-65.0% | $112,040-61.2% | $137,256-68.3% |
| Participation rate | 64.3% | 79.3%-15.0pp | 76.5%-12.2pp | 80.0%-15.7pp |
| Annual return | 23.92% | 24.72%-0.8pp | 24.52%-0.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,692 | $3,411-50.4% | $2,954-42.7% | $4,156-59.3% |
| Participant deferral / active EE | $4,016 | $5,718-29.8% | $5,098-21.2% | $6,407-37.3% |
| Admin fee / account holder | $441 | $15,207-97.1% | $12,098-96.4% | $12,270-96.4% |