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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 | $32,797 | $72,471-54.7% | $94,215-65.2% | $86,983-62.3% |
| Participation rate | 59.2% | 63.9%-4.7pp | 70.0%-10.8pp | 69.5%-10.4pp |
| Annual return | 16.47% | 26.44%-10.0pp | 28.22%-11.7pp | 25.83%-9.4pp |
| Employer contribution / active EE | $1,977 | $1,936+2.1% | $2,675-26.1% | $2,584-23.5% |
| Participant deferral / active EE | $3,554 | $3,397+4.6% | $4,276-16.9% | $4,194-15.2% |
| Admin fee / account holder | $4,882 | $6,468-24.5% | $10,216-52.2% | $7,856-37.9% |