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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 | $34,855 | $88,996-60.8% | $78,004-55.3% | $138,895-74.9% |
| Participation rate | 63.6% | 74.4%-10.7pp | 69.4%-5.8pp | 79.9%-16.3pp |
| Annual return | 22.12% | 28.03%-5.9pp | 31.07%-8.9pp | 145.39%-123.3pp |
| Employer contribution / active EE | $2,613 | $2,917-10.4% | $2,469+5.8% | $4,194-37.7% |
| Participant deferral / active EE | $4,607 | $4,724-2.5% | $4,092+12.6% | $6,396-28.0% |
| Admin fee / account holder | $5,568 | $8,807-36.8% | $7,578-26.5% | $12,562-55.7% |