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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 | $34,354 | $76,407-55.0% | $150,298-77.1% | $82,448-58.3% |
| Participation rate | 67.9% | 66.4%+1.5pp | 77.8%-9.9pp | 68.1%-0.2pp |
| Annual return | 18.37% | 39.99%-21.6pp | 62.79%-44.4pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,976 | $2,614-24.4% | $4,154-52.4% | $2,551-22.5% |
| Participant deferral / active EE | $4,112 | $3,214+27.9% | $5,453-24.6% | $4,139-0.7% |
| Admin fee / account holder | $6,422 | $6,352+1.1% | $14,116-54.5% | $7,234-11.2% |