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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 | $58,848-43.7% | $88,179-62.5% | $82,637-59.9% |
| Participation rate | 60.9% | 57.9%+3.0pp | 69.1%-8.2pp | 68.1%-7.1pp |
| Annual return | 18.77% | 22.76%-4.0pp | 64.97%-46.2pp | 53.51%-34.7pp |
| Employer contribution / active EE | $3,609 | $1,678+115.0% | $2,549+41.6% | $2,552+41.4% |
| Participant deferral / active EE | $6,950 | $3,124+122.5% | $4,614+50.6% | $4,126+68.4% |
| Admin fee / account holder | $5,462 | $4,795+13.9% | $7,673-28.8% | $7,339-25.6% |