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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 | $35,570 | $41,377-14.0% | $109,313-67.5% | $62,881-43.4% |
| Participation rate | 58.0% | 57.5%+0.5pp | 71.3%-13.3pp | 69.3%-11.3pp |
| Annual return | 8.60% | 11.05%-2.5pp | 22.07%-13.5pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,125 | $1,276-11.9% | $3,892-71.1% | $2,281-50.7% |
| Participant deferral / active EE | $2,204 | $2,045+7.7% | $3,166-30.4% | $3,203-31.2% |
| Admin fee / account holder | $774 | $2,884-73.2% | $5,666-86.3% | $4,296-82.0% |