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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 | $69,444-48.9% | $92,985-61.8% | $87,485-59.4% |
| Participation rate | 62.3% | 63.3%-1.0pp | 69.5%-7.2pp | 68.9%-6.6pp |
| Annual return | 13.29% | 23.85%-10.6pp | 27.99%-14.7pp | 26.06%-12.8pp |
| Employer contribution / active EE | $1,563 | $1,917-18.5% | $2,662-41.3% | $2,596-39.8% |
| Participant deferral / active EE | $3,481 | $3,364+3.5% | $4,377-20.5% | $4,274-18.6% |
| Admin fee / account holder | $3,190 | $6,137-48.0% | $9,463-66.3% | $7,775-59.0% |