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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 | $32,797 | $81,504-59.8% | $102,437-68.0% | $80,959-59.5% |
| Participation rate | 61.8% | 66.9%-5.1pp | 74.5%-12.7pp | 67.7%-5.9pp |
| Annual return | 30.57% | 25.60%+5.0pp | 24.95%+5.6pp | 35.67%-5.1pp |
| Employer contribution / active EE | $3,366 | $3,104+8.5% | $3,871-13.0% | $2,757+22.1% |
| Participant deferral / active EE | $3,875 | $3,871+0.1% | $5,060-23.4% | $4,300-9.9% |
| Admin fee / account holder | $4,934 | $6,719-26.6% | $8,388-41.2% | $6,925-28.8% |