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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 | $42,291 | $76,371-44.6% | $93,621-54.8% | $72,975-42.0% |
| Participation rate | 64.3% | 71.8%-7.5pp | 75.8%-11.5pp | 69.5%-5.2pp |
| Annual return | 21.09% | 25.82%-4.7pp | 32.76%-11.7pp | 81.01%-59.9pp |
| Employer contribution / active EE | $1,037 | $2,276-54.4% | $2,719-61.9% | $2,440-57.5% |
| Participant deferral / active EE | $1,888 | $3,538-46.6% | $4,070-53.6% | $3,608-47.7% |
| Admin fee / account holder | $2,148 | $6,839-68.6% | $7,890-72.8% | $5,124-58.1% |