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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 | $39,302 | $57,119-31.2% | $85,187-53.9% | $80,935-51.4% |
| Participation rate | 67.9% | 56.4%+11.4pp | 67.5%+0.3pp | 67.7%+0.2pp |
| Annual return | 13.53% | 21.70%-8.2pp | 66.67%-53.1pp | 35.66%-22.1pp |
| Employer contribution / active EE | $4,273 | $1,802+137.2% | $2,732+56.4% | $2,757+55.0% |
| Participant deferral / active EE | $7,419 | $3,115+138.2% | $4,525+64.0% | $4,299+72.6% |
| Admin fee / account holder | $2,500 | $4,990-49.9% | $6,162-59.4% | $6,924-63.9% |