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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 | $72,471-49.5% | $94,215-61.1% | $86,983-57.9% |
| Participation rate | 39.3% | 63.9%-24.6pp | 70.0%-30.7pp | 69.5%-30.3pp |
| Annual return | 20.05% | 26.44%-6.4pp | 28.22%-8.2pp | 25.83%-5.8pp |
| Employer contribution / active EE | $1,773 | $1,936-8.4% | $2,675-33.7% | $2,584-31.4% |
| Participant deferral / active EE | $3,948 | $3,397+16.2% | $4,276-7.7% | $4,194-5.9% |
| Admin fee / account holder | $1,608 | $6,468-75.1% | $10,216-84.3% | $7,856-79.5% |