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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 | $35,518 | $58,627-39.4% | $76,735-53.7% | $82,448-56.9% |
| Participation rate | 62.3% | 63.2%-0.9pp | 69.5%-7.2pp | 68.1%-5.7pp |
| Annual return | 13.29% | 39.10%-25.8pp | 29.77%-16.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,563 | $1,729-9.6% | $2,454-36.3% | $2,551-38.7% |
| Participant deferral / active EE | $3,481 | $3,134+11.1% | $4,088-14.9% | $4,139-15.9% |
| Admin fee / account holder | $3,190 | $5,323-40.1% | $7,189-55.6% | $7,234-55.9% |