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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 | $37,420 | $56,287-33.5% | $80,977-53.8% | $62,881-40.5% |
| Participation rate | 63.9% | 68.9%-5.1pp | 75.8%-11.9pp | 69.3%-5.4pp |
| Annual return | 13.68% | 22.13%-8.5pp | 17.11%-3.4pp | 20.14%-6.5pp |
| Employer contribution / active EE | $2,732 | $1,943+40.6% | $3,715-26.5% | $2,281+19.8% |
| Participant deferral / active EE | $5,813 | $4,196+38.6% | $5,696+2.1% | $3,203+81.5% |
| Admin fee / account holder | $10,974 | $3,742+193.3% | $5,517+98.9% | $4,296+155.5% |