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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 | $38,249 | $52,306-26.9% | $69,779-45.2% | $62,881-39.2% |
| Participation rate | 64.0% | 67.2%-3.2pp | 71.8%-7.8pp | 69.3%-5.3pp |
| Annual return | 11.59% | 13.35%-1.8pp | 12.99%-1.4pp | 20.14%-8.6pp |
| Employer contribution / active EE | $4,239 | $1,799+135.6% | $2,338+81.3% | $2,281+85.9% |
| Participant deferral / active EE | $6,074 | $2,395+153.6% | $2,931+107.3% | $3,203+89.6% |
| Admin fee / account holder | $4,061 | $3,691+10.0% | $4,381-7.3% | $4,296-5.5% |