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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 | $58,868-45.1% | $191,597-83.1% | $64,097-49.6% |
| Participation rate | 67.5% | 50.0%+17.5pp | 76.9%-9.4pp | 55.2%+12.3pp |
| Annual return | 23.63% | 31.54%-7.9pp | 27.07%-3.4pp | 34.64%-11.0pp |
| Employer contribution / active EE | $2,074 | $2,243-7.6% | $5,025-58.7% | $1,891+9.6% |
| Participant deferral / active EE | $4,423 | $3,724+18.8% | $6,850-35.4% | $3,080+43.6% |
| Admin fee / account holder | $761 | $4,871-84.4% | $22,799-96.7% | $3,454-78.0% |