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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 | $38,110 | $55,713-31.6% | $75,894-49.8% | $72,983-47.8% |
| Participation rate | 61.4% | 61.1%+0.3pp | 69.3%-7.9pp | 69.5%-8.1pp |
| Annual return | 21.66% | 27.60%-5.9pp | 30.76%-9.1pp | 81.01%-59.3pp |
| Employer contribution / active EE | $1,740 | $1,687+3.2% | $2,501-30.4% | $2,440-28.7% |
| Participant deferral / active EE | $2,657 | $2,634+0.9% | $3,603-26.2% | $3,608-26.3% |
| Admin fee / account holder | $2,634 | $3,980-33.8% | $5,420-51.4% | $5,124-48.6% |