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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 | $41,330 | $101,795-59.4% | $165,100-75.0% | $80,959-48.9% |
| Participation rate | 69.8% | 71.8%-2.1pp | 78.6%-8.9pp | 67.7%+2.1pp |
| Annual return | 20.79% | 16.73%+4.1pp | 70.21%-49.4pp | 35.67%-14.9pp |
| Employer contribution / active EE | $2,989 | $2,954+1.2% | $4,348-31.2% | $2,757+8.4% |
| Participant deferral / active EE | $6,910 | $4,476+54.4% | $6,035+14.5% | $4,300+60.7% |
| Admin fee / account holder | $6,095 | $8,221-25.9% | $12,696-52.0% | $6,925-12.0% |