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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 | $35,813 | $67,602-47.0% | $82,312-56.5% | $70,126-48.9% |
| Participation rate | 69.2% | 72.8%-3.5pp | 76.9%-7.7pp | 69.5%-0.3pp |
| Annual return | 30.45% | 21.57%+8.9pp | 25.88%+4.6pp | 73.15%-42.7pp |
| Employer contribution / active EE | $4,549 | $1,755+159.2% | $2,428+87.3% | $2,343+94.2% |
| Participant deferral / active EE | $5,404 | $2,987+80.9% | $3,706+45.8% | $3,332+62.2% |
| Admin fee / account holder | $676 | $4,512-85.0% | $5,608-88.0% | $4,645-85.5% |