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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 | $36,421 | $67,894-46.4% | $89,340-59.2% | $82,448-55.8% |
| Participation rate | 61.0% | 64.0%-3.1pp | 69.6%-8.6pp | 68.1%-7.1pp |
| Annual return | 18.09% | 19.21%-1.1pp | 20.57%-2.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,442 | $1,828-21.1% | $2,231-35.4% | $2,551-43.5% |
| Participant deferral / active EE | $3,496 | $3,072+13.8% | $3,823-8.5% | $4,139-15.5% |
| Admin fee / account holder | $7,069 | $5,723+23.5% | $6,704+5.4% | $7,234-2.3% |