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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 | $43,887 | $54,757-19.9% | $90,304-51.4% | $72,975-39.9% |
| Participation rate | 63.0% | 65.2%-2.2pp | 73.3%-10.3pp | 69.5%-6.5pp |
| Annual return | 16.68% | 30.63%-13.9pp | 78.13%-61.4pp | 81.01%-64.3pp |
| Employer contribution / active EE | $1,230 | $2,093-41.2% | $2,855-56.9% | $2,440-49.6% |
| Participant deferral / active EE | $2,651 | $2,887-8.2% | $3,885-31.8% | $3,608-26.5% |
| Admin fee / account holder | $874 | $3,973-78.0% | $5,354-83.7% | $5,124-82.9% |