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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 | $41,547 | $54,757-24.1% | $90,304-54.0% | $72,975-43.1% |
| Participation rate | 61.7% | 65.2%-3.5pp | 73.3%-11.6pp | 69.5%-7.8pp |
| Annual return | 19.83% | 30.63%-10.8pp | 78.13%-58.3pp | 81.01%-61.2pp |
| Employer contribution / active EE | $1,037 | $2,093-50.5% | $2,855-63.7% | $2,440-57.5% |
| Participant deferral / active EE | $1,668 | $2,887-42.2% | $3,885-57.1% | $3,608-53.8% |
| Admin fee / account holder | $368 | $3,973-90.7% | $5,354-93.1% | $5,124-92.8% |