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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 | $37,050 | $72,486-48.9% | $87,103-57.5% | $72,976-49.2% |
| Participation rate | 65.5% | 72.8%-7.3pp | 76.9%-11.4pp | 69.5%-4.0pp |
| Annual return | 21.12% | 24.46%-3.3pp | 28.19%-7.1pp | 81.02%-59.9pp |
| Employer contribution / active EE | $2,583 | $1,894+36.4% | $2,521+2.4% | $2,440+5.8% |
| Participant deferral / active EE | $4,032 | $3,270+23.3% | $4,049-0.4% | $3,608+11.8% |
| Admin fee / account holder | $11,920 | $5,055+135.8% | $7,491+59.1% | $5,124+132.6% |