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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 | $42,093 | $86,949-51.6% | $102,460-58.9% | $80,959-48.0% |
| Participation rate | 55.2% | 72.4%-17.2pp | 76.5%-21.3pp | 67.7%-12.5pp |
| Annual return | 17.82% | 18.89%-1.1pp | 29.47%-11.7pp | 35.67%-17.9pp |
| Employer contribution / active EE | $2,640 | $2,370+11.4% | $3,025-12.7% | $2,757-4.2% |
| Participant deferral / active EE | $4,421 | $4,121+7.3% | $5,056-12.6% | $4,300+2.8% |
| Admin fee / account holder | $514 | $8,048-93.6% | $9,460-94.6% | $6,925-92.6% |