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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 | $38,788 | $77,962-50.2% | $178,540-78.3% | $80,935-52.1% |
| Participation rate | 62.5% | 65.7%-3.2pp | 77.1%-14.6pp | 67.7%-5.2pp |
| Annual return | 11.17% | 18.10%-6.9pp | 27.15%-16.0pp | 35.66%-24.5pp |
| Employer contribution / active EE | $2,660 | $2,280+16.6% | $3,953-32.7% | $2,757-3.5% |
| Participant deferral / active EE | $5,084 | $4,404+15.4% | $6,281-19.0% | $4,299+18.3% |
| Admin fee / account holder | $1,257 | $7,156-82.4% | $10,424-87.9% | $6,924-81.8% |