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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 | $36,641 | $81,334-55.0% | $113,397-67.7% | $64,097-42.8% |
| Participation rate | 59.1% | 65.6%-6.5pp | 76.5%-17.4pp | 55.2%+3.9pp |
| Annual return | 21.16% | 32.50%-11.3pp | 23.20%-2.0pp | 34.64%-13.5pp |
| Employer contribution / active EE | $2,994 | $2,077+44.2% | $2,977+0.6% | $1,891+58.3% |
| Participant deferral / active EE | $4,478 | $3,795+18.0% | $5,076-11.8% | $3,080+45.4% |
| Admin fee / account holder | $4,482 | $4,208+6.5% | $11,957-62.5% | $3,454+29.7% |