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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 | $42,585 | $39,132+8.8% | $57,196-25.5% | $62,881-32.3% |
| Participation rate | 60.0% | 70.5%-10.5pp | 75.3%-15.3pp | 69.3%-9.3pp |
| Annual return | 5.30% | 9.24%-3.9pp | 14.59%-9.3pp | 20.14%-14.8pp |
| Employer contribution / active EE | $2,110 | $1,874+12.6% | $2,683-21.3% | $2,281-7.5% |
| Participant deferral / active EE | $3,176 | $2,374+33.8% | $3,096+2.6% | $3,203-0.8% |
| Admin fee / account holder | $4,138 | $2,594+59.5% | $3,141+31.8% | $4,296-3.7% |