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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 | $39,629 | $124,425-68.1% | $112,040-64.6% | $137,256-71.1% |
| Participation rate | 64.7% | 79.3%-14.6pp | 76.5%-11.8pp | 80.0%-15.3pp |
| Annual return | 25.33% | 24.72%+0.6pp | 24.52%+0.8pp | 220.34%-195.0pp |
| Employer contribution / active EE | $3,133 | $3,411-8.2% | $2,954+6.1% | $4,156-24.6% |
| Participant deferral / active EE | $5,173 | $5,718-9.5% | $5,098+1.5% | $6,407-19.3% |
| Admin fee / account holder | $3,841 | $15,207-74.7% | $12,098-68.3% | $12,270-68.7% |