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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 | $34,561 | $71,208-51.5% | $93,681-63.1% | $80,911-57.3% |
| Participation rate | 65.6% | 60.4%+5.2pp | 68.7%-3.1pp | 67.6%-2.0pp |
| Annual return | 12.70% | 11.27%+1.4pp | 133.47%-120.8pp | 35.63%-22.9pp |
| Employer contribution / active EE | $2,019 | $1,564+29.1% | $2,422-16.6% | $2,756-26.7% |
| Participant deferral / active EE | $4,190 | $4,035+3.9% | $4,415-5.1% | $4,297-2.5% |
| Admin fee / account holder | $1,207 | $6,951-82.6% | $8,290-85.4% | $6,935-82.6% |