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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 | $56,660 | $106,524-46.8% | $152,301-62.8% | $87,485-35.2% |
| Participation rate | 69.0% | 75.8%-6.8pp | 82.4%-13.5pp | 68.9%0pp |
| Annual return | 16.17% | 26.89%-10.7pp | 80.50%-64.3pp | 26.06%-9.9pp |
| Employer contribution / active EE | $588 | $3,371-82.6% | $4,624-87.3% | $2,596-77.4% |
| Participant deferral / active EE | $4,221 | $6,525-35.3% | $8,004-47.3% | $4,274-1.2% |
| Admin fee / account holder | $7,487 | $8,287-9.6% | $14,398-48.0% | $7,775-3.7% |