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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 | $136,860-71.0% | $120,344-67.1% | $154,746-74.4% |
| Participation rate | 64.7% | 79.9%-15.2pp | 76.7%-12.0pp | 80.7%-16.0pp |
| Annual return | 25.33% | 21.38%+4.0pp | 20.30%+5.0pp | 172.34%-147.0pp |
| Employer contribution / active EE | $3,133 | $3,533-11.3% | $3,020+3.7% | $4,379-28.5% |
| Participant deferral / active EE | $5,173 | $5,793-10.7% | $5,135+0.7% | $6,730-23.1% |
| Admin fee / account holder | $3,841 | $15,393-75.0% | $12,742-69.9% | $14,365-73.3% |