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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 | $38,821 | $57,119-32.0% | $85,187-54.4% | $80,935-52.0% |
| Participation rate | 53.1% | 56.4%-3.3pp | 67.5%-14.4pp | 67.7%-14.5pp |
| Annual return | 12.46% | 21.70%-9.2pp | 66.67%-54.2pp | 35.66%-23.2pp |
| Employer contribution / active EE | $2,209 | $1,802+22.6% | $2,732-19.1% | $2,757-19.9% |
| Participant deferral / active EE | $4,331 | $3,115+39.0% | $4,525-4.3% | $4,299+0.7% |
| Admin fee / account holder | $7,633 | $4,990+53.0% | $6,162+23.9% | $6,924+10.2% |