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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 | $38,824 | $57,590-32.6% | $86,233-55.0% | $82,448-52.9% |
| Participation rate | 53.8% | 57.9%-4.0pp | 69.0%-15.2pp | 68.1%-14.2pp |
| Annual return | 18.38% | 22.41%-4.0pp | 61.39%-43.0pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,509 | $1,655-8.8% | $2,504-39.7% | $2,551-40.8% |
| Participant deferral / active EE | $3,326 | $3,080+8.0% | $4,559-27.1% | $4,139-19.7% |
| Admin fee / account holder | $2,470 | $4,730-47.8% | $8,342-70.4% | $7,234-65.9% |