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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 | $35,018 | $67,602-48.2% | $82,312-57.5% | $70,126-50.1% |
| Participation rate | 62.5% | 72.8%-10.3pp | 76.9%-14.4pp | 69.5%-7.0pp |
| Annual return | 18.31% | 21.57%-3.3pp | 25.88%-7.6pp | 73.15%-54.8pp |
| Employer contribution / active EE | $1,350 | $1,755-23.1% | $2,428-44.4% | $2,343-42.4% |
| Participant deferral / active EE | $2,404 | $2,987-19.5% | $3,706-35.1% | $3,332-27.9% |
| Admin fee / account holder | $3,446 | $4,512-23.6% | $5,608-38.6% | $4,645-25.8% |