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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 | $33,109 | $57,590-42.5% | $86,233-61.6% | $82,448-59.8% |
| Participation rate | 60.9% | 57.9%+3.1pp | 69.0%-8.1pp | 68.1%-7.1pp |
| Annual return | 18.77% | 22.41%-3.6pp | 61.39%-42.6pp | 41.64%-22.9pp |
| Employer contribution / active EE | $3,609 | $1,655+118.0% | $2,504+44.1% | $2,551+41.5% |
| Participant deferral / active EE | $6,950 | $3,080+125.7% | $4,559+52.5% | $4,139+67.9% |
| Admin fee / account holder | $5,462 | $4,730+15.5% | $8,342-34.5% | $7,234-24.5% |