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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 | $41,953 | $54,757-23.4% | $90,304-53.5% | $72,975-42.5% |
| Participation rate | 64.0% | 65.2%-1.2pp | 73.3%-9.3pp | 69.5%-5.5pp |
| Annual return | 23.81% | 30.63%-6.8pp | 78.13%-54.3pp | 81.01%-57.2pp |
| Employer contribution / active EE | $2,477 | $2,093+18.3% | $2,855-13.2% | $2,440+1.5% |
| Participant deferral / active EE | $3,302 | $2,887+14.4% | $3,885-15.0% | $3,608-8.5% |
| Admin fee / account holder | $317 | $3,973-92.0% | $5,354-94.1% | $5,124-93.8% |