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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 | $33,569 | $63,845-47.4% | $81,370-58.7% | $80,959-58.5% |
| Participation rate | 66.0% | 63.9%+2.1pp | 69.5%-3.6pp | 67.7%-1.7pp |
| Annual return | 16.99% | 16.37%+0.6pp | 24.85%-7.9pp | 35.67%-18.7pp |
| Employer contribution / active EE | $1,924 | $1,980-2.8% | $2,464-21.9% | $2,757-30.2% |
| Participant deferral / active EE | $4,062 | $3,093+31.3% | $3,885+4.5% | $4,300-5.6% |
| Admin fee / account holder | $1,090 | $5,688-80.8% | $5,749-81.0% | $6,925-84.3% |