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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 | $35,025 | $108,825-67.8% | $156,181-77.6% | $82,448-57.5% |
| Participation rate | 66.7% | 72.4%-5.7pp | 78.8%-12.2pp | 68.1%-1.4pp |
| Annual return | 25.34% | 20.59%+4.7pp | 64.87%-39.5pp | 41.64%-16.3pp |
| Employer contribution / active EE | $2,236 | $2,870-22.1% | $4,294-47.9% | $2,551-12.3% |
| Participant deferral / active EE | $5,243 | $4,577+14.5% | $6,132-14.5% | $4,139+26.7% |
| Admin fee / account holder | $3,586 | $9,341-61.6% | $14,586-75.4% | $7,234-50.4% |