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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 | $29,429 | $63,809-53.9% | $81,353-63.8% | $80,935-63.6% |
| Participation rate | 65.6% | 63.9%+1.7pp | 69.5%-3.9pp | 67.7%-2.0pp |
| Annual return | 17.99% | 16.37%+1.6pp | 24.82%-6.8pp | 35.66%-17.7pp |
| Employer contribution / active EE | $1,779 | $1,981-10.2% | $2,464-27.8% | $2,757-35.5% |
| Participant deferral / active EE | $3,088 | $3,093-0.2% | $3,885-20.5% | $4,299-28.2% |
| Admin fee / account holder | $597 | $5,686-89.5% | $5,766-89.6% | $6,924-91.4% |