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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 | $28,991 | $55,932-48.2% | $76,735-62.2% | $67,986-57.4% |
| Participation rate | 57.8% | 50.8%+7.0pp | 69.5%-11.7pp | 57.2%+0.6pp |
| Annual return | 15.64% | 23.10%-7.5pp | 29.77%-14.1pp | 31.67%-16.0pp |
| Employer contribution / active EE | $1,627 | $1,487+9.5% | $2,454-33.7% | $2,019-19.4% |
| Participant deferral / active EE | $3,083 | $2,558+20.5% | $4,088-24.6% | $3,358-8.2% |
| Admin fee / account holder | $2,616 | $4,907-46.7% | $7,189-63.6% | $3,203-18.3% |