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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 | $29,954 | $54,380-44.9% | $68,509-56.3% | $59,633-49.8% |
| Participation rate | 69.9% | 70.2%-0.3pp | 74.7%-4.9pp | 68.7%+1.2pp |
| Annual return | 3.01% | 2.83%+0.2pp | 8.27%-5.3pp | 2041.45%-2038.4pp |
| Employer contribution / active EE | $1,941 | $1,539+26.2% | $2,278-14.8% | $2,203-11.9% |
| Participant deferral / active EE | $4,380 | $2,643+65.7% | $3,382+29.5% | $3,192+37.2% |
| Admin fee / account holder | $1,496 | $3,885-61.5% | $5,275-71.6% | $4,297-65.2% |