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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 | $44,293 | $57,590-23.1% | $86,233-48.6% | $82,448-46.3% |
| Participation rate | 53.6% | 57.9%-4.3pp | 69.0%-15.4pp | 68.1%-14.5pp |
| Annual return | 20.69% | 22.41%-1.7pp | 61.39%-40.7pp | 41.64%-21.0pp |
| Employer contribution / active EE | $1,690 | $1,655+2.1% | $2,504-32.5% | $2,551-33.8% |
| Participant deferral / active EE | $3,341 | $3,080+8.5% | $4,559-26.7% | $4,139-19.3% |
| Admin fee / account holder | $1,117 | $4,730-76.4% | $8,342-86.6% | $7,234-84.6% |