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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 | $42,258 | $87,166-51.5% | $76,735-44.9% | $137,256-69.2% |
| Participation rate | 68.8% | 74.4%-5.6pp | 69.5%-0.7pp | 80.0%-11.2pp |
| Annual return | 17.55% | 26.50%-8.9pp | 29.77%-12.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,771 | $2,904-39.0% | $2,454-27.8% | $4,156-57.4% |
| Participant deferral / active EE | $4,720 | $4,726-0.1% | $4,088+15.5% | $6,407-26.3% |
| Admin fee / account holder | $674 | $8,403-92.0% | $7,189-90.6% | $12,270-94.5% |