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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 | $30,334 | $81,476-62.8% | $102,383-70.4% | $80,925-62.5% |
| Participation rate | 55.2% | 66.8%-11.7pp | 74.5%-19.3pp | 67.7%-12.5pp |
| Annual return | 14.87% | 25.59%-10.7pp | 24.94%-10.1pp | 35.65%-20.8pp |
| Employer contribution / active EE | $2,122 | $3,105-31.7% | $3,870-45.2% | $2,756-23.0% |
| Participant deferral / active EE | $4,950 | $3,871+27.9% | $5,060-2.2% | $4,299+15.2% |
| Admin fee / account holder | $687 | $6,717-89.8% | $8,391-91.8% | $6,940-90.1% |