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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 | $32,303 | $68,868-53.1% | $183,328-82.4% | $67,986-52.5% |
| Participation rate | 67.5% | 57.0%+10.5pp | 77.3%-9.8pp | 57.2%+10.3pp |
| Annual return | 23.63% | 28.80%-5.2pp | 29.67%-6.0pp | 31.67%-8.0pp |
| Employer contribution / active EE | $2,074 | $2,917-28.9% | $5,055-59.0% | $2,019+2.7% |
| Participant deferral / active EE | $4,423 | $4,364+1.4% | $6,795-34.9% | $3,358+31.7% |
| Admin fee / account holder | $761 | $3,805-80.0% | $21,427-96.4% | $3,203-76.2% |