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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 | $39,553 | $58,627-32.5% | $76,735-48.5% | $82,448-52.0% |
| Participation rate | 60.0% | 63.2%-3.2pp | 69.5%-9.5pp | 68.1%-8.1pp |
| Annual return | 14.91% | 39.10%-24.2pp | 29.77%-14.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,709 | $1,729-1.2% | $2,454-30.4% | $2,551-33.0% |
| Participant deferral / active EE | $4,592 | $3,134+46.5% | $4,088+12.3% | $4,139+10.9% |
| Admin fee / account holder | $10,136 | $5,323+90.4% | $7,189+41.0% | $7,234+40.1% |