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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 | $41,467 | $67,894-38.9% | $89,340-53.6% | $82,448-49.7% |
| Participation rate | 58.6% | 64.0%-5.4pp | 69.6%-10.9pp | 68.1%-9.4pp |
| Annual return | 16.35% | 19.21%-2.9pp | 20.57%-4.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,063 | $1,828+12.9% | $2,231-7.5% | $2,551-19.1% |
| Participant deferral / active EE | $4,308 | $3,072+40.2% | $3,823+12.7% | $4,139+4.1% |
| Admin fee / account holder | $3,310 | $5,723-42.2% | $6,704-50.6% | $7,234-54.2% |