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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 | $40,665 | $114,712-64.6% | $173,730-76.6% | $87,485-53.5% |
| Participation rate | 63.6% | 73.0%-9.4pp | 79.6%-15.9pp | 68.9%-5.3pp |
| Annual return | 15.04% | 20.18%-5.1pp | 19.96%-4.9pp | 26.06%-11.0pp |
| Employer contribution / active EE | $1,570 | $2,904-45.9% | $4,577-65.7% | $2,596-39.5% |
| Participant deferral / active EE | $3,613 | $4,642-22.2% | $6,326-42.9% | $4,274-15.5% |
| Admin fee / account holder | $438 | $10,210-95.7% | $17,523-97.5% | $7,775-94.4% |