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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 | $35,883 | $51,207-29.9% | $70,565-49.1% | $75,177-52.3% |
| Participation rate | 58.6% | 61.0%-2.3pp | 68.4%-9.7pp | 67.2%-8.6pp |
| Annual return | 16.27% | 30.05%-13.8pp | 32.79%-16.5pp | 160.75%-144.5pp |
| Employer contribution / active EE | $2,055 | $1,826+12.5% | $2,976-30.9% | $2,671-23.1% |
| Participant deferral / active EE | $3,822 | $2,850+34.1% | $4,568-16.3% | $4,126-7.4% |
| Admin fee / account holder | $5,886 | $4,097+43.7% | $6,430-8.5% | $5,651+4.2% |