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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 | $37,647 | $45,087-16.5% | $69,483-45.8% | $72,976-48.4% |
| Participation rate | 67.9% | 68.5%-0.6pp | 74.6%-6.7pp | 69.5%-1.6pp |
| Annual return | 20.55% | 22.67%-2.1pp | 28.99%-8.4pp | 81.02%-60.5pp |
| Employer contribution / active EE | $1,480 | $2,055-28.0% | $2,780-46.8% | $2,440-39.3% |
| Participant deferral / active EE | $3,110 | $2,603+19.5% | $3,537-12.1% | $3,608-13.8% |
| Admin fee / account holder | $8,244 | $3,057+169.7% | $3,841+114.6% | $5,124+60.9% |