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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 | $37,460 | $60,349-37.9% | $74,184-49.5% | $62,881-40.4% |
| Participation rate | 69.2% | 72.7%-3.5pp | 76.6%-7.4pp | 69.3%-0.1pp |
| Annual return | 25.94% | 21.38%+4.6pp | 17.74%+8.2pp | 20.14%+5.8pp |
| Employer contribution / active EE | $1,818 | $1,680+8.2% | $2,370-23.3% | $2,281-20.3% |
| Participant deferral / active EE | $2,537 | $2,856-11.2% | $3,550-28.5% | $3,203-20.8% |
| Admin fee / account holder | $2,306 | $4,261-45.9% | $5,586-58.7% | $4,296-46.3% |