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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 | $35,291 | $73,787-52.2% | $98,716-64.2% | $82,448-57.2% |
| Participation rate | 58.3% | 61.4%-3.1pp | 69.3%-11.0pp | 68.1%-9.7pp |
| Annual return | 16.74% | 18.57%-1.8pp | 31.81%-15.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,570 | $1,511+3.9% | $2,279-31.1% | $2,551-38.4% |
| Participant deferral / active EE | $2,408 | $3,081-21.9% | $4,048-40.5% | $4,139-41.8% |
| Admin fee / account holder | $5,197 | $6,500-20.0% | $8,703-40.3% | $7,234-28.2% |