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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 | $37,714 | $81,331-53.6% | $155,534-75.8% | $80,935-53.4% |
| Participation rate | 66.7% | 66.3%+0.4pp | 78.2%-11.6pp | 67.7%-1.0pp |
| Annual return | 35.75% | 33.37%+2.4pp | 64.92%-29.2pp | 35.66%+0.1pp |
| Employer contribution / active EE | $3,355 | $3,105+8.1% | $4,675-28.2% | $2,757+21.7% |
| Participant deferral / active EE | $6,145 | $3,454+77.9% | $5,630+9.1% | $4,299+42.9% |
| Admin fee / account holder | $1,859 | $7,999-76.8% | $15,900-88.3% | $6,924-73.1% |