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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 | $43,024 | $45,312-5.0% | $86,233-50.1% | $67,986-36.7% |
| Participation rate | 37.7% | 42.4%-4.7pp | 69.0%-31.3pp | 57.2%-19.5pp |
| Annual return | 19.41% | 24.79%-5.4pp | 61.39%-42.0pp | 31.67%-12.3pp |
| Employer contribution / active EE | $1,121 | $1,160-3.3% | $2,504-55.2% | $2,019-44.4% |
| Participant deferral / active EE | $2,149 | $2,185-1.6% | $4,559-52.9% | $3,358-36.0% |
| Admin fee / account holder | $2,354 | $3,295-28.5% | $8,342-71.8% | $3,203-26.5% |