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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 | $35,145 | $57,590-39.0% | $86,233-59.2% | $82,448-57.4% |
| Participation rate | 57.7% | 57.9%-0.2pp | 69.0%-11.3pp | 68.1%-10.4pp |
| Annual return | 15.24% | 22.41%-7.2pp | 61.39%-46.1pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,823 | $1,655+10.1% | $2,504-27.2% | $2,551-28.6% |
| Participant deferral / active EE | $3,531 | $3,080+14.6% | $4,559-22.5% | $4,139-14.7% |
| Admin fee / account holder | $5,157 | $4,730+9.0% | $8,342-38.2% | $7,234-28.7% |