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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 | $40,031 | $151,427-73.6% | $112,860-64.5% | $154,746-74.1% |
| Participation rate | 68.4% | 69.1%-0.7pp | 66.3%+2.1pp | 80.7%-12.3pp |
| Annual return | 18.02% | 30.95%-12.9pp | 35.26%-17.2pp | 172.34%-154.3pp |
| Employer contribution / active EE | $353 | $2,750-87.2% | $2,206-84.0% | $4,379-91.9% |
| Participant deferral / active EE | $1,593 | $4,285-62.8% | $3,493-54.4% | $6,730-76.3% |
| Admin fee / account holder | $4,361 | $7,369-40.8% | $6,841-36.3% | $14,365-69.6% |