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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 | $69,444-47.2% | $92,985-60.6% | $87,485-58.1% |
| Participation rate | 58.7% | 63.3%-4.6pp | 69.5%-10.8pp | 68.9%-10.2pp |
| Annual return | 23.04% | 23.85%-0.8pp | 27.99%-5.0pp | 26.06%-3.0pp |
| Employer contribution / active EE | $2,226 | $1,917+16.1% | $2,662-16.4% | $2,596-14.3% |
| Participant deferral / active EE | $3,611 | $3,364+7.3% | $4,377-17.5% | $4,274-15.5% |
| Admin fee / account holder | $2,028 | $6,137-67.0% | $9,463-78.6% | $7,775-73.9% |