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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 | $39,336 | $101,798-61.4% | $165,071-76.2% | $80,935-51.4% |
| Participation rate | 68.1% | 71.8%-3.7pp | 78.6%-10.5pp | 67.7%+0.4pp |
| Annual return | 19.14% | 16.73%+2.4pp | 70.17%-51.0pp | 35.66%-16.5pp |
| Employer contribution / active EE | $3,038 | $2,954+2.8% | $4,347-30.1% | $2,757+10.2% |
| Participant deferral / active EE | $6,303 | $4,476+40.8% | $6,035+4.4% | $4,299+46.6% |
| Admin fee / account holder | $4,238 | $8,221-48.5% | $12,695-66.6% | $6,924-38.8% |