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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 | $73,787-49.1% | $98,716-61.9% | $82,448-54.4% |
| Participation rate | 60.7% | 61.4%-0.7pp | 69.3%-8.6pp | 68.1%-7.4pp |
| Annual return | 13.23% | 18.57%-5.3pp | 31.81%-18.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,342 | $1,511+55.0% | $2,279+2.8% | $2,551-8.2% |
| Participant deferral / active EE | $3,888 | $3,081+26.2% | $4,048-3.9% | $4,139-6.1% |
| Admin fee / account holder | $1,360 | $6,500-79.1% | $8,703-84.4% | $7,234-81.2% |