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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 | $85,515-57.2% | $112,040-67.3% | $67,986-46.1% |
| Participation rate | 59.1% | 68.2%-9.1pp | 76.5%-17.4pp | 57.2%+1.9pp |
| Annual return | 21.16% | 29.68%-8.5pp | 24.52%-3.4pp | 31.67%-10.5pp |
| Employer contribution / active EE | $2,994 | $2,191+36.6% | $2,954+1.4% | $2,019+48.3% |
| Participant deferral / active EE | $4,478 | $4,014+11.6% | $5,098-12.2% | $3,358+33.4% |
| Admin fee / account holder | $4,482 | $3,774+18.8% | $12,098-63.0% | $3,203+39.9% |