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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 | $39,278 | $112,729-65.2% | $98,716-60.2% | $137,256-71.4% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.3%-6.8pp | 80.0%-17.5pp |
| Annual return | 19.40% | 38.48%-19.1pp | 31.81%-12.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $955 | $2,725-64.9% | $2,279-58.1% | $4,156-77.0% |
| Participant deferral / active EE | $3,963 | $4,640-14.6% | $4,048-2.1% | $6,407-38.1% |
| Admin fee / account holder | $425 | $10,129-95.8% | $8,703-95.1% | $12,270-96.5% |