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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 | $56,887 | $63,082-9.8% | $81,726-30.4% | $79,856-28.8% |
| Participation rate | 37.8% | 67.5%-29.8pp | 72.0%-34.2pp | 69.6%-31.9pp |
| Annual return | 19.11% | 22.66%-3.6pp | 29.49%-10.4pp | 31.71%-12.6pp |
| Employer contribution / active EE | $2,111 | $1,795+17.6% | $4,311-51.0% | $2,471-14.6% |
| Participant deferral / active EE | $3,926 | $2,780+41.2% | $7,108-44.8% | $3,741+5.0% |
| Admin fee / account holder | $3,020 | $4,428-31.8% | $5,160-41.5% | $5,306-43.1% |