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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 | $42,710 | $51,283-16.7% | $95,740-55.4% | $71,511-40.3% |
| Participation rate | 52.1% | 63.1%-11.0pp | 72.3%-20.2pp | 67.9%-15.9pp |
| Annual return | 23.30% | 25.25%-1.9pp | 28.41%-5.1pp | 28.86%-5.6pp |
| Employer contribution / active EE | $1,313 | $1,817-27.7% | $2,836-53.7% | $2,589-49.3% |
| Participant deferral / active EE | $3,103 | $3,365-7.8% | $4,244-26.9% | $4,291-27.7% |
| Admin fee / account holder | $614 | $1,135-45.9% | $5,676-89.2% | $1,588-61.3% |