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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 | $58,057-43.0% | $97,032-65.9% | $86,983-61.9% |
| Participation rate | 60.9% | 60.4%+0.6pp | 71.6%-10.6pp | 69.5%-8.6pp |
| Annual return | 18.77% | 22.26%-3.5pp | 35.38%-16.6pp | 25.83%-7.1pp |
| Employer contribution / active EE | $3,609 | $1,663+117.0% | $2,629+37.3% | $2,584+39.6% |
| Participant deferral / active EE | $6,950 | $3,244+114.3% | $4,672+48.8% | $4,194+65.7% |
| Admin fee / account holder | $5,462 | $4,839+12.9% | $9,418-42.0% | $7,856-30.5% |