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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 | $97,550-57.5% | $120,344-65.5% | $87,485-52.6% |
| Participation rate | 62.9% | 72.8%-10.0pp | 76.7%-13.9pp | 68.9%-6.1pp |
| Annual return | 16.96% | 18.41%-1.5pp | 20.30%-3.3pp | 26.06%-9.1pp |
| Employer contribution / active EE | $1,994 | $2,291-13.0% | $3,020-34.0% | $2,596-23.2% |
| Participant deferral / active EE | $3,355 | $4,230-20.7% | $5,135-34.7% | $4,274-21.5% |
| Admin fee / account holder | $4,415 | $9,543-53.7% | $12,742-65.3% | $7,775-43.2% |