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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 | $35,857 | $83,485-57.0% | $125,192-71.4% | $72,975-50.9% |
| Participation rate | 69.2% | 73.3%-4.1pp | 79.8%-10.5pp | 69.5%-0.3pp |
| Annual return | 33.36% | 25.77%+7.6pp | 43.79%-10.4pp | 81.01%-47.7pp |
| Employer contribution / active EE | $885 | $2,346-62.3% | $3,866-77.1% | $2,440-63.7% |
| Participant deferral / active EE | $2,545 | $3,586-29.0% | $4,937-48.4% | $3,608-29.4% |
| Admin fee / account holder | $2,390 | $5,518-56.7% | $9,704-75.4% | $5,124-53.4% |