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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 | $32,887 | $64,920-49.3% | $103,693-68.3% | $86,983-62.2% |
| Participation rate | 51.9% | 63.6%-11.7pp | 72.6%-20.8pp | 69.5%-17.7pp |
| Annual return | 21.03% | 30.29%-9.3pp | 47.61%-26.6pp | 25.83%-4.8pp |
| Employer contribution / active EE | $2,324 | $2,141+8.6% | $2,920-20.4% | $2,584-10.1% |
| Participant deferral / active EE | $3,396 | $3,241+4.8% | $4,579-25.8% | $4,194-19.0% |
| Admin fee / account holder | $1,709 | $6,191-72.4% | $7,858-78.3% | $7,856-78.2% |