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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 | $34,302 | $76,551-55.2% | $123,894-72.3% | $62,881-45.4% |
| Participation rate | 67.1% | 73.0%-5.8pp | 81.4%-14.3pp | 69.3%-2.2pp |
| Annual return | 17.15% | 18.68%-1.5pp | 47.52%-30.4pp | 20.14%-3.0pp |
| Employer contribution / active EE | $2,005 | $2,882-30.4% | $4,617-56.6% | $2,281-12.1% |
| Participant deferral / active EE | $4,794 | $4,840-0.9% | $5,984-19.9% | $3,203+49.7% |
| Admin fee / account holder | $957 | $4,826-80.2% | $8,357-88.6% | $4,296-77.7% |