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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 | $32,877 | $60,349-45.5% | $74,184-55.7% | $62,881-47.7% |
| Participation rate | 40.9% | 72.7%-31.8pp | 76.6%-35.7pp | 69.3%-28.4pp |
| Annual return | 13.60% | 21.38%-7.8pp | 17.74%-4.1pp | 20.14%-6.5pp |
| Employer contribution / active EE | $1,588 | $1,680-5.5% | $2,370-33.0% | $2,281-30.4% |
| Participant deferral / active EE | $2,898 | $2,856+1.5% | $3,550-18.4% | $3,203-9.5% |
| Admin fee / account holder | $4,657 | $4,261+9.3% | $5,586-16.6% | $4,296+8.4% |