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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 | $54,278 | $64,462-15.8% | $81,482-33.4% | $80,911-32.9% |
| Participation rate | 34.6% | 63.9%-29.3pp | 69.5%-34.9pp | 67.6%-33.0pp |
| Annual return | 15.51% | 16.35%-0.8pp | 24.79%-9.3pp | 35.63%-20.1pp |
| Employer contribution / active EE | $1,456 | $1,979-26.4% | $2,463-40.9% | $2,756-47.2% |
| Participant deferral / active EE | $3,489 | $3,094+12.8% | $3,885-10.2% | $4,297-18.8% |
| Admin fee / account holder | $1,362 | $5,678-76.0% | $5,761-76.4% | $6,935-80.4% |