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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 | $37,752 | $60,165-37.3% | $74,184-49.1% | $55,167-31.6% |
| Participation rate | 69.9% | 74.2%-4.2pp | 76.6%-6.7pp | 69.0%+0.9pp |
| Annual return | 12.54% | 10.00%+2.5pp | 17.74%-5.2pp | 169.23%-156.7pp |
| Employer contribution / active EE | $1,960 | $1,600+22.5% | $2,370-17.3% | $1,963-0.1% |
| Participant deferral / active EE | $3,472 | $2,973+16.8% | $3,550-2.2% | $3,054+13.7% |
| Admin fee / account holder | $2,259 | $419+438.7% | $5,586-59.6% | $504+348.3% |