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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 | $39,690 | $69,273-42.7% | $90,796-56.3% | $82,637-52.0% |
| Participation rate | 58.8% | 64.0%-5.2pp | 69.5%-10.7pp | 68.1%-9.2pp |
| Annual return | 21.86% | 18.37%+3.5pp | 19.29%+2.6pp | 53.51%-31.7pp |
| Employer contribution / active EE | $1,593 | $1,865-14.6% | $2,294-30.6% | $2,552-37.6% |
| Participant deferral / active EE | $3,608 | $3,047+18.4% | $3,822-5.6% | $4,126-12.6% |
| Admin fee / account holder | $951 | $5,511-82.7% | $7,024-86.5% | $7,339-87.0% |