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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 | $35,771 | $74,535-52.0% | $100,712-64.5% | $82,637-56.7% |
| Participation rate | 66.2% | 61.2%+5.0pp | 69.3%-3.1pp | 68.1%-1.9pp |
| Annual return | 17.87% | 18.92%-1.1pp | 33.27%-15.4pp | 53.51%-35.6pp |
| Employer contribution / active EE | $3,674 | $1,503+144.5% | $2,313+58.9% | $2,552+44.0% |
| Participant deferral / active EE | $4,318 | $3,074+40.5% | $4,085+5.7% | $4,126+4.7% |
| Admin fee / account holder | $3,003 | $6,576-54.3% | $9,256-67.6% | $7,339-59.1% |