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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 | $36,660 | $59,440-38.3% | $78,004-53.0% | $82,637-55.6% |
| Participation rate | 58.7% | 62.8%-4.1pp | 69.4%-10.7pp | 68.1%-9.4pp |
| Annual return | 23.04% | 40.24%-17.2pp | 31.07%-8.0pp | 53.51%-30.5pp |
| Employer contribution / active EE | $2,226 | $1,750+27.1% | $2,469-9.9% | $2,552-12.8% |
| Participant deferral / active EE | $3,611 | $3,138+15.0% | $4,092-11.8% | $4,126-12.5% |
| Admin fee / account holder | $2,028 | $5,504-63.2% | $7,578-73.2% | $7,339-72.4% |