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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 | $33,758 | $86,949-61.2% | $102,460-67.1% | $80,959-58.3% |
| Participation rate | 68.0% | 72.4%-4.4pp | 76.5%-8.5pp | 67.7%+0.3pp |
| Annual return | 41.51% | 18.89%+22.6pp | 29.47%+12.0pp | 35.67%+5.8pp |
| Employer contribution / active EE | $2,485 | $2,370+4.9% | $3,025-17.8% | $2,757-9.9% |
| Participant deferral / active EE | $5,556 | $4,121+34.8% | $5,056+9.9% | $4,300+29.2% |
| Admin fee / account holder | $3,549 | $8,048-55.9% | $9,460-62.5% | $6,925-48.8% |