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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 | $34,960 | $72,486-51.8% | $87,103-59.9% | $72,976-52.1% |
| Participation rate | 68.8% | 72.8%-4.0pp | 76.9%-8.0pp | 69.5%-0.7pp |
| Annual return | 25.34% | 24.46%+0.9pp | 28.19%-2.9pp | 81.02%-55.7pp |
| Employer contribution / active EE | $2,147 | $1,894+13.4% | $2,521-14.8% | $2,440-12.0% |
| Participant deferral / active EE | $4,943 | $3,270+51.2% | $4,049+22.1% | $3,608+37.0% |
| Admin fee / account holder | $9,621 | $5,055+90.3% | $7,491+28.4% | $5,124+87.8% |