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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 | $57,647 | $58,848-2.0% | $88,179-34.6% | $82,637-30.2% |
| Participation rate | 46.1% | 57.9%-11.8pp | 69.1%-23.1pp | 68.1%-22.0pp |
| Annual return | 21.21% | 22.76%-1.5pp | 64.97%-43.8pp | 53.51%-32.3pp |
| Employer contribution / active EE | $1,699 | $1,678+1.2% | $2,549-33.4% | $2,552-33.4% |
| Participant deferral / active EE | $3,235 | $3,124+3.5% | $4,614-29.9% | $4,126-21.6% |
| Admin fee / account holder | $1,532 | $4,795-68.1% | $7,673-80.0% | $7,339-79.1% |