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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 | $38,822 | $67,602-42.6% | $82,312-52.8% | $70,126-44.6% |
| Participation rate | 67.9% | 72.8%-4.9pp | 76.9%-9.0pp | 69.5%-1.7pp |
| Annual return | 13.46% | 21.57%-8.1pp | 25.88%-12.4pp | 73.15%-59.7pp |
| Employer contribution / active EE | $1,269 | $1,755-27.7% | $2,428-47.7% | $2,343-45.8% |
| Participant deferral / active EE | $1,960 | $2,987-34.4% | $3,706-47.1% | $3,332-41.2% |
| Admin fee / account holder | $570 | $4,512-87.4% | $5,608-89.8% | $4,645-87.7% |