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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 | $41,500 | $95,453-56.5% | $112,040-63.0% | $82,448-49.7% |
| Participation rate | 62.9% | 72.8%-9.9pp | 76.5%-13.6pp | 68.1%-5.2pp |
| Annual return | 16.96% | 23.92%-7.0pp | 24.52%-7.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,994 | $2,318-14.0% | $2,954-32.5% | $2,551-21.8% |
| Participant deferral / active EE | $3,355 | $4,224-20.6% | $5,098-34.2% | $4,139-19.0% |
| Admin fee / account holder | $4,415 | $9,013-51.0% | $12,098-63.5% | $7,234-39.0% |