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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 | $37,187 | $48,076-22.6% | $78,693-52.7% | $62,891-40.9% |
| Participation rate | 61.6% | 65.2%-3.6pp | 73.6%-11.9pp | 69.3%-7.7pp |
| Annual return | 13.08% | 31.35%-18.3pp | 62.18%-49.1pp | 20.14%-7.1pp |
| Employer contribution / active EE | $1,576 | $2,015-21.8% | $2,850-44.7% | $2,281-30.9% |
| Participant deferral / active EE | $2,547 | $2,588-1.6% | $3,517-27.6% | $3,203-20.5% |
| Admin fee / account holder | $3,719 | $3,207+16.0% | $4,511-17.6% | $4,296-13.4% |