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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 | $37,782 | $95,404-60.4% | $113,397-66.7% | $82,637-54.3% |
| Participation rate | 69.2% | 72.8%-3.6pp | 76.5%-7.3pp | 68.1%+1.2pp |
| Annual return | 17.78% | 19.08%-1.3pp | 23.20%-5.4pp | 53.51%-35.7pp |
| Employer contribution / active EE | $1,599 | $2,307-30.7% | $2,977-46.3% | $2,552-37.3% |
| Participant deferral / active EE | $4,294 | $4,220+1.8% | $5,076-15.4% | $4,126+4.1% |
| Admin fee / account holder | $1,990 | $9,168-78.3% | $11,957-83.4% | $7,339-72.9% |