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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 | $39,420 | $63,355-37.8% | $91,994-57.1% | $72,983-46.0% |
| Participation rate | 61.0% | 72.5%-11.5pp | 78.6%-17.7pp | 69.5%-8.5pp |
| Annual return | 26.31% | 35.35%-9.0pp | 69.03%-42.7pp | 81.01%-54.7pp |
| Employer contribution / active EE | $2,096 | $2,116-0.9% | $3,452-39.3% | $2,440-14.1% |
| Participant deferral / active EE | $3,794 | $4,883-22.3% | $5,923-35.9% | $3,608+5.2% |
| Admin fee / account holder | $1,646 | $4,668-64.7% | $7,743-78.7% | $5,124-67.9% |