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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 | $73,120 | $95,404-23.4% | $113,397-35.5% | $82,637-11.5% |
| Participation rate | 43.8% | 72.8%-29.1pp | 76.5%-32.7pp | 68.1%-24.3pp |
| Annual return | 14.14% | 19.08%-4.9pp | 23.20%-9.1pp | 53.51%-39.4pp |
| Employer contribution / active EE | $1,985 | $2,307-13.9% | $2,977-33.3% | $2,552-22.2% |
| Participant deferral / active EE | $3,775 | $4,220-10.5% | $5,076-25.6% | $4,126-8.5% |
| Admin fee / account holder | $348 | $9,168-96.2% | $11,957-97.1% | $7,339-95.3% |