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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 | $57,590+0.1% | $86,233-33.1% | $82,448-30.1% |
| Participation rate | 46.1% | 57.9%-11.8pp | 69.0%-23.0pp | 68.1%-22.0pp |
| Annual return | 21.21% | 22.41%-1.2pp | 61.39%-40.2pp | 41.64%-20.4pp |
| Employer contribution / active EE | $1,699 | $1,655+2.6% | $2,504-32.2% | $2,551-33.4% |
| Participant deferral / active EE | $3,235 | $3,080+5.0% | $4,559-29.1% | $4,139-21.9% |
| Admin fee / account holder | $1,532 | $4,730-67.6% | $8,342-81.6% | $7,234-78.8% |