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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 | $31,900 | $58,493-45.5% | $84,023-62.0% | $72,976-56.3% |
| Participation rate | 55.9% | 61.2%-5.3pp | 69.0%-13.1pp | 69.5%-13.6pp |
| Annual return | 21.74% | 28.93%-7.2pp | 71.32%-49.6pp | 81.02%-59.3pp |
| Employer contribution / active EE | $1,080 | $1,163-7.1% | $1,984-45.5% | $2,440-55.7% |
| Participant deferral / active EE | $2,583 | $2,394+7.9% | $3,239-20.3% | $3,608-28.4% |
| Admin fee / account holder | $4,876 | $4,569+6.7% | $6,102-20.1% | $5,124-4.8% |