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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 | $40,138 | $58,851-31.8% | $115,170-65.1% | $72,975-45.0% |
| Participation rate | 65.7% | 65.5%+0.1pp | 75.9%-10.2pp | 69.5%-3.8pp |
| Annual return | 24.82% | 23.16%+1.7pp | 35.60%-10.8pp | 81.01%-56.2pp |
| Employer contribution / active EE | $2,371 | $1,798+31.9% | $3,179-25.4% | $2,440-2.8% |
| Participant deferral / active EE | $2,635 | $2,643-0.3% | $4,169-36.8% | $3,608-27.0% |
| Admin fee / account holder | $1,124 | $6,370-82.4% | $7,089-84.1% | $5,124-78.1% |