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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 | $32,493 | $58,057-44.0% | $97,032-66.5% | $86,983-62.6% |
| Participation rate | 55.2% | 60.4%-5.2pp | 71.6%-16.4pp | 69.5%-14.3pp |
| Annual return | 20.21% | 22.26%-2.0pp | 35.38%-15.2pp | 25.83%-5.6pp |
| Employer contribution / active EE | $1,576 | $1,663-5.3% | $2,629-40.1% | $2,584-39.0% |
| Participant deferral / active EE | $2,827 | $3,244-12.8% | $4,672-39.5% | $4,194-32.6% |
| Admin fee / account holder | $1,292 | $4,839-73.3% | $9,418-86.3% | $7,856-83.6% |