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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 | $30,869 | $81,487-62.1% | $102,412-69.9% | $80,935-61.9% |
| Participation rate | 59.8% | 66.8%-7.1pp | 74.5%-14.7pp | 67.7%-7.9pp |
| Annual return | 24.16% | 25.60%-1.4pp | 24.94%-0.8pp | 35.66%-11.5pp |
| Employer contribution / active EE | $2,002 | $3,103-35.5% | $3,870-48.3% | $2,757-27.4% |
| Participant deferral / active EE | $4,085 | $3,871+5.5% | $5,060-19.3% | $4,299-5.0% |
| Admin fee / account holder | $2,282 | $6,717-66.0% | $8,388-72.8% | $6,924-67.0% |