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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 | $36,660 | $58,627-37.5% | $76,735-52.2% | $82,448-55.5% |
| Participation rate | 58.7% | 63.2%-4.5pp | 69.5%-10.8pp | 68.1%-9.4pp |
| Annual return | 23.04% | 39.10%-16.1pp | 29.77%-6.7pp | 41.64%-18.6pp |
| Employer contribution / active EE | $2,226 | $1,729+28.7% | $2,454-9.3% | $2,551-12.8% |
| Participant deferral / active EE | $3,611 | $3,134+15.2% | $4,088-11.7% | $4,139-12.8% |
| Admin fee / account holder | $2,028 | $5,323-61.9% | $7,189-71.8% | $7,234-72.0% |