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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 | $35,841 | $63,355-43.4% | $91,994-61.0% | $72,983-50.9% |
| Participation rate | 68.8% | 72.5%-3.8pp | 78.6%-9.9pp | 69.5%-0.7pp |
| Annual return | 30.64% | 35.35%-4.7pp | 69.03%-38.4pp | 81.01%-50.4pp |
| Employer contribution / active EE | $2,736 | $2,116+29.4% | $3,452-20.7% | $2,440+12.2% |
| Participant deferral / active EE | $5,804 | $4,883+18.9% | $5,923-2.0% | $3,608+60.9% |
| Admin fee / account holder | $1,106 | $4,668-76.3% | $7,743-85.7% | $5,124-78.4% |