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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 | $32,819 | $63,845-48.6% | $81,370-59.7% | $80,959-59.5% |
| Participation rate | 65.9% | 63.9%+2.0pp | 69.5%-3.7pp | 67.7%-1.8pp |
| Annual return | 19.34% | 16.37%+3.0pp | 24.85%-5.5pp | 35.67%-16.3pp |
| Employer contribution / active EE | $4,238 | $1,980+114.1% | $2,464+72.0% | $2,757+53.7% |
| Participant deferral / active EE | $6,662 | $3,093+115.4% | $3,885+71.5% | $4,300+54.9% |
| Admin fee / account holder | $1,309 | $5,688-77.0% | $5,749-77.2% | $6,925-81.1% |