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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 | $25,461 | $56,894-55.2% | $84,753-70.0% | $62,881-59.5% |
| Participation rate | 65.4% | 68.5%-3.2pp | 76.6%-11.2pp | 69.3%-3.9pp |
| Annual return | 10.08% | 6.30%+3.8pp | 22.78%-12.7pp | 20.14%-10.1pp |
| Employer contribution / active EE | $2,132 | $2,400-11.2% | $3,574-40.4% | $2,281-6.5% |
| Participant deferral / active EE | $4,157 | $2,709+53.5% | $3,712+12.0% | $3,203+29.8% |
| Admin fee / account holder | $825 | $3,581-77.0% | $5,333-84.5% | $4,296-80.8% |