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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 | $32,709 | $72,269-54.7% | $101,271-67.7% | $79,852-59.0% |
| Participation rate | 66.0% | 68.5%-2.5pp | 75.8%-9.8pp | 69.6%-3.7pp |
| Annual return | 18.01% | 22.29%-4.3pp | 46.48%-28.5pp | 31.72%-13.7pp |
| Employer contribution / active EE | $2,145 | $2,692-20.3% | $3,660-41.4% | $2,471-13.2% |
| Participant deferral / active EE | $3,468 | $3,282+5.7% | $4,371-20.6% | $3,740-7.3% |
| Admin fee / account holder | $769 | $4,401-82.5% | $5,948-87.1% | $5,306-85.5% |