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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 | $39,055 | $63,355-38.4% | $91,994-57.5% | $72,983-46.5% |
| Participation rate | 65.0% | 72.5%-7.5pp | 78.6%-13.6pp | 69.5%-4.5pp |
| Annual return | 25.87% | 35.35%-9.5pp | 69.03%-43.2pp | 81.01%-55.1pp |
| Employer contribution / active EE | $2,679 | $2,116+26.6% | $3,452-22.4% | $2,440+9.8% |
| Participant deferral / active EE | $4,004 | $4,883-18.0% | $5,923-32.4% | $3,608+11.0% |
| Admin fee / account holder | $2,806 | $4,668-39.9% | $7,743-63.8% | $5,124-45.2% |