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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 | $33,921 | $56,544-40.0% | $75,501-55.1% | $70,124-51.6% |
| Participation rate | 60.7% | 68.1%-7.4pp | 72.4%-11.6pp | 69.5%-8.8pp |
| Annual return | 19.55% | 23.59%-4.0pp | 27.35%-7.8pp | 73.14%-53.6pp |
| Employer contribution / active EE | $1,350 | $1,817-25.7% | $2,352-42.6% | $2,342-42.4% |
| Participant deferral / active EE | $3,690 | $2,580+43.0% | $3,142+17.4% | $3,332+10.7% |
| Admin fee / account holder | $10,340 | $3,827+170.2% | $5,801+78.3% | $4,645+122.6% |