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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 | $28,434 | $69,273-59.0% | $90,796-68.7% | $82,637-65.6% |
| Participation rate | 53.3% | 64.0%-10.7pp | 69.5%-16.2pp | 68.1%-14.7pp |
| Annual return | 15.76% | 18.37%-2.6pp | 19.29%-3.5pp | 53.51%-37.7pp |
| Employer contribution / active EE | $1,799 | $1,865-3.5% | $2,294-21.6% | $2,552-29.5% |
| Participant deferral / active EE | $4,663 | $3,047+53.0% | $3,822+22.0% | $4,126+13.0% |
| Admin fee / account holder | $5,496 | $5,511-0.3% | $7,024-21.8% | $7,339-25.1% |