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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 | $36,175 | $76,112-52.5% | $96,534-62.5% | $71,511-49.4% |
| Participation rate | 59.1% | 74.4%-15.3pp | 76.0%-16.9pp | 67.9%-8.8pp |
| Annual return | 17.84% | 22.81%-5.0pp | 25.88%-8.0pp | 28.86%-11.0pp |
| Employer contribution / active EE | $1,636 | $2,248-27.2% | $2,965-44.8% | $2,589-36.8% |
| Participant deferral / active EE | $2,901 | $4,217-31.2% | $4,851-40.2% | $4,291-32.4% |
| Admin fee / account holder | $2,668 | $2,708-1.5% | $8,253-67.7% | $1,588+68.0% |