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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 | $44,065 | $76,107-42.1% | $96,576-54.4% | $71,495-38.4% |
| Participation rate | 64.2% | 74.4%-10.2pp | 76.0%-11.7pp | 67.9%-3.7pp |
| Annual return | 15.53% | 22.81%-7.3pp | 25.87%-10.3pp | 28.85%-13.3pp |
| Employer contribution / active EE | $2,158 | $2,247-4.0% | $2,965-27.2% | $2,589-16.7% |
| Participant deferral / active EE | $3,531 | $4,218-16.3% | $4,851-27.2% | $4,291-17.7% |
| Admin fee / account holder | $2,998 | $2,708+10.7% | $8,253-63.7% | $1,588+88.8% |