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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 | $36,593 | $67,602-45.9% | $82,312-55.5% | $70,126-47.8% |
| Participation rate | 62.5% | 72.8%-10.3pp | 76.9%-14.4pp | 69.5%-7.0pp |
| Annual return | 17.77% | 21.57%-3.8pp | 25.88%-8.1pp | 73.15%-55.4pp |
| Employer contribution / active EE | $1,431 | $1,755-18.5% | $2,428-41.1% | $2,343-38.9% |
| Participant deferral / active EE | $2,016 | $2,987-32.5% | $3,706-45.6% | $3,332-39.5% |
| Admin fee / account holder | $1,334 | $4,512-70.4% | $5,608-76.2% | $4,645-71.3% |