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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 | $35,552 | $58,523-39.3% | $99,475-64.3% | $72,975-51.3% |
| Participation rate | 60.0% | 64.6%-4.6pp | 73.8%-13.8pp | 69.5%-9.5pp |
| Annual return | 16.67% | 28.51%-11.8pp | 30.72%-14.1pp | 81.01%-64.3pp |
| Employer contribution / active EE | $1,787 | $1,512+18.2% | $2,540-29.6% | $2,440-26.8% |
| Participant deferral / active EE | $1,994 | $2,606-23.5% | $3,619-44.9% | $3,608-44.7% |
| Admin fee / account holder | $498 | $4,102-87.9% | $6,252-92.0% | $5,124-90.3% |