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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 | $29,563 | $63,809-53.7% | $81,353-63.7% | $80,935-63.5% |
| Participation rate | 61.1% | 63.9%-2.8pp | 69.5%-8.4pp | 67.7%-6.6pp |
| Annual return | 13.05% | 16.37%-3.3pp | 24.82%-11.8pp | 35.66%-22.6pp |
| Employer contribution / active EE | $3,575 | $1,981+80.5% | $2,464+45.1% | $2,757+29.7% |
| Participant deferral / active EE | $1,227 | $3,093-60.3% | $3,885-68.4% | $4,299-71.5% |
| Admin fee / account holder | $493 | $5,686-91.3% | $5,766-91.4% | $6,924-92.9% |