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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 | $40,159 | $58,523-31.4% | $99,479-59.6% | $72,976-45.0% |
| Participation rate | 58.3% | 64.6%-6.3pp | 73.8%-15.5pp | 69.5%-11.2pp |
| Annual return | 18.61% | 28.51%-9.9pp | 30.72%-12.1pp | 81.02%-62.4pp |
| Employer contribution / active EE | $1,412 | $1,512-6.6% | $2,540-44.4% | $2,440-42.1% |
| Participant deferral / active EE | $2,684 | $2,606+3.0% | $3,619-25.8% | $3,608-25.6% |
| Admin fee / account holder | $2,764 | $4,102-32.6% | $6,253-55.8% | $5,124-46.1% |