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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 | $39,490 | $84,953-53.5% | $163,379-75.8% | $82,637-52.2% |
| Participation rate | 61.3% | 65.9%-4.7pp | 76.8%-15.5pp | 68.1%-6.8pp |
| Annual return | 18.82% | 23.07%-4.3pp | 63.41%-44.6pp | 53.51%-34.7pp |
| Employer contribution / active EE | $1,727 | $2,183-20.9% | $3,752-54.0% | $2,552-32.3% |
| Participant deferral / active EE | $4,161 | $4,326-3.8% | $6,282-33.8% | $4,126+0.8% |
| Admin fee / account holder | $3,404 | $7,921-57.0% | $9,818-65.3% | $7,339-53.6% |