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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 | $38,952 | $76,407-49.0% | $150,298-74.1% | $82,448-52.8% |
| Participation rate | 65.4% | 66.4%-1.0pp | 77.8%-12.4pp | 68.1%-2.7pp |
| Annual return | 23.10% | 39.99%-16.9pp | 62.79%-39.7pp | 41.64%-18.5pp |
| Employer contribution / active EE | $1,793 | $2,614-31.4% | $4,154-56.8% | $2,551-29.7% |
| Participant deferral / active EE | $4,319 | $3,214+34.4% | $5,453-20.8% | $4,139+4.4% |
| Admin fee / account holder | $744 | $6,352-88.3% | $14,116-94.7% | $7,234-89.7% |