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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 | $34,420 | $77,962-55.9% | $178,540-80.7% | $80,935-57.5% |
| Participation rate | 68.8% | 65.7%+3.2pp | 77.1%-8.3pp | 67.7%+1.2pp |
| Annual return | 24.59% | 18.10%+6.5pp | 27.15%-2.6pp | 35.66%-11.1pp |
| Employer contribution / active EE | $2,538 | $2,280+11.3% | $3,953-35.8% | $2,757-7.9% |
| Participant deferral / active EE | $6,144 | $4,404+39.5% | $6,281-2.2% | $4,299+42.9% |
| Admin fee / account holder | $2,121 | $7,156-70.4% | $10,424-79.7% | $6,924-69.4% |