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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 | $22,847 | $69,444-67.1% | $92,985-75.4% | $87,485-73.9% |
| Participation rate | 58.1% | 63.3%-5.2pp | 69.5%-11.4pp | 68.9%-10.9pp |
| Annual return | 18.07% | 23.85%-5.8pp | 27.99%-9.9pp | 26.06%-8.0pp |
| Employer contribution / active EE | $1,802 | $1,917-6.0% | $2,662-32.3% | $2,596-30.6% |
| Participant deferral / active EE | $6,518 | $3,364+93.8% | $4,377+48.9% | $4,274+52.5% |
| Admin fee / account holder | $442 | $6,137-92.8% | $9,463-95.3% | $7,775-94.3% |