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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 | $40,071 | $86,949-53.9% | $102,460-60.9% | $80,959-50.5% |
| Participation rate | 69.0% | 72.4%-3.4pp | 76.5%-7.5pp | 67.7%+1.3pp |
| Annual return | 15.07% | 18.89%-3.8pp | 29.47%-14.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $1,784 | $2,370-24.7% | $3,025-41.0% | $2,757-35.3% |
| Participant deferral / active EE | $4,350 | $4,121+5.6% | $5,056-14.0% | $4,300+1.2% |
| Admin fee / account holder | $1,490 | $8,048-81.5% | $9,460-84.3% | $6,925-78.5% |