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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 | $38,777 | $67,602-42.6% | $82,312-52.9% | $70,126-44.7% |
| Participation rate | 64.0% | 72.8%-8.8pp | 76.9%-12.9pp | 69.5%-5.5pp |
| Annual return | 21.46% | 21.57%-0.1pp | 25.88%-4.4pp | 73.15%-51.7pp |
| Employer contribution / active EE | $2,137 | $1,755+21.8% | $2,428-12.0% | $2,343-8.8% |
| Participant deferral / active EE | $4,413 | $2,987+47.7% | $3,706+19.1% | $3,332+32.4% |
| Admin fee / account holder | $5,599 | $4,512+24.1% | $5,608-0.2% | $4,645+20.5% |