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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 | $100,194-62.3% | $122,979-69.3% | $86,983-56.6% |
| Participation rate | 69.2% | 73.0%-3.7pp | 77.2%-8.0pp | 69.5%-0.3pp |
| Annual return | 17.78% | 16.47%+1.3pp | 20.12%-2.3pp | 25.83%-8.1pp |
| Employer contribution / active EE | $1,599 | $2,326-31.2% | $3,062-47.8% | $2,584-38.1% |
| Participant deferral / active EE | $4,294 | $4,133+3.9% | $5,003-14.2% | $4,194+2.4% |
| Admin fee / account holder | $1,990 | $10,148-80.4% | $12,864-84.5% | $7,856-74.7% |