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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 | $42,490 | $72,492-41.4% | $87,104-51.2% | $72,975-41.8% |
| Participation rate | 69.4% | 72.8%-3.4pp | 76.9%-7.4pp | 69.5%0pp |
| Annual return | 27.07% | 24.46%+2.6pp | 28.19%-1.1pp | 81.01%-53.9pp |
| Employer contribution / active EE | $2,238 | $1,894+18.2% | $2,521-11.2% | $2,440-8.3% |
| Participant deferral / active EE | $4,678 | $3,270+43.1% | $4,048+15.5% | $3,608+29.7% |
| Admin fee / account holder | $4,259 | $5,055-15.8% | $7,491-43.1% | $5,124-16.9% |