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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 | $36,421 | $69,273-47.4% | $90,796-59.9% | $82,637-55.9% |
| Participation rate | 61.0% | 64.0%-3.1pp | 69.5%-8.5pp | 68.1%-7.1pp |
| Annual return | 18.09% | 18.37%-0.3pp | 19.29%-1.2pp | 53.51%-35.4pp |
| Employer contribution / active EE | $1,442 | $1,865-22.7% | $2,294-37.2% | $2,552-43.5% |
| Participant deferral / active EE | $3,496 | $3,047+14.7% | $3,822-8.5% | $4,126-15.3% |
| Admin fee / account holder | $7,069 | $5,511+28.3% | $7,024+0.6% | $7,339-3.7% |