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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 | $41,128 | $110,137-62.7% | $161,149-74.5% | $82,637-50.2% |
| Participation rate | 68.3% | 72.4%-4.1pp | 78.8%-10.5pp | 68.1%+0.2pp |
| Annual return | 21.28% | 20.69%+0.6pp | 21.16%+0.1pp | 53.51%-32.2pp |
| Employer contribution / active EE | $2,885 | $2,856+1.0% | $4,360-33.8% | $2,552+13.0% |
| Participant deferral / active EE | $5,322 | $4,575+16.3% | $6,153-13.5% | $4,126+29.0% |
| Admin fee / account holder | $836 | $9,467-91.2% | $15,194-94.5% | $7,339-88.6% |