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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 | $67,894-58.1% | $89,340-68.2% | $82,448-65.5% |
| Participation rate | 53.3% | 64.0%-10.7pp | 69.6%-16.2pp | 68.1%-14.7pp |
| Annual return | 15.76% | 19.21%-3.4pp | 20.57%-4.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,799 | $1,828-1.6% | $2,231-19.4% | $2,551-29.5% |
| Participant deferral / active EE | $4,663 | $3,072+51.8% | $3,823+22.0% | $4,139+12.7% |
| Admin fee / account holder | $5,496 | $5,723-4.0% | $6,704-18.0% | $7,234-24.0% |