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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 | $32,456 | $57,590-43.6% | $86,233-62.4% | $82,448-60.6% |
| Participation rate | 51.3% | 57.9%-6.6pp | 69.0%-17.7pp | 68.1%-16.8pp |
| Annual return | 21.16% | 22.41%-1.3pp | 61.39%-40.2pp | 41.64%-20.5pp |
| Employer contribution / active EE | $1,676 | $1,655+1.3% | $2,504-33.1% | $2,551-34.3% |
| Participant deferral / active EE | $5,267 | $3,080+71.0% | $4,559+15.5% | $4,139+27.3% |
| Admin fee / account holder | $1,931 | $4,730-59.2% | $8,342-76.9% | $7,234-73.3% |