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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 | $36,616 | $58,627-37.5% | $76,735-52.3% | $82,448-55.6% |
| Participation rate | 39.3% | 63.2%-23.9pp | 69.5%-30.2pp | 68.1%-28.8pp |
| Annual return | 20.05% | 39.10%-19.1pp | 29.77%-9.7pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,773 | $1,729+2.5% | $2,454-27.8% | $2,551-30.5% |
| Participant deferral / active EE | $3,948 | $3,134+26.0% | $4,088-3.4% | $4,139-4.6% |
| Admin fee / account holder | $1,608 | $5,323-69.8% | $7,189-77.6% | $7,234-77.8% |