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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 | $37,569 | $76,834-51.1% | $108,359-65.3% | $87,485-57.1% |
| Participation rate | 60.7% | 61.7%-1.0pp | 70.1%-9.4pp | 68.9%-8.2pp |
| Annual return | 13.23% | 19.09%-5.9pp | 36.89%-23.7pp | 26.06%-12.8pp |
| Employer contribution / active EE | $2,342 | $1,556+50.5% | $2,399-2.4% | $2,596-9.8% |
| Participant deferral / active EE | $3,888 | $3,100+25.4% | $4,137-6.0% | $4,274-9.0% |
| Admin fee / account holder | $1,360 | $6,537-79.2% | $9,741-86.0% | $7,775-82.5% |