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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 | $38,997 | $80,983-51.8% | $96,544-59.6% | $75,177-48.1% |
| Participation rate | 66.2% | 71.8%-5.6pp | 76.0%-9.8pp | 67.2%-1.0pp |
| Annual return | 19.22% | 27.05%-7.8pp | 25.88%-6.7pp | 160.75%-141.5pp |
| Employer contribution / active EE | $1,374 | $2,282-39.8% | $2,966-53.7% | $2,671-48.5% |
| Participant deferral / active EE | $1,787 | $3,929-54.5% | $4,851-63.2% | $4,126-56.7% |
| Admin fee / account holder | $1,364 | $6,717-79.7% | $8,254-83.5% | $5,651-75.9% |