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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 | $107,733-60.8% | $92,985-54.6% | $154,746-72.7% |
| Participation rate | 68.8% | 74.6%-5.8pp | 69.5%-0.7pp | 80.7%-12.0pp |
| Annual return | 17.55% | 30.39%-12.8pp | 27.99%-10.4pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,771 | $3,126-43.4% | $2,662-33.5% | $4,379-59.6% |
| Participant deferral / active EE | $4,720 | $5,053-6.6% | $4,377+7.8% | $6,730-29.9% |
| Admin fee / account holder | $674 | $11,369-94.1% | $9,463-92.9% | $14,365-95.3% |