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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 | $35,177 | $89,515-60.7% | $103,486-66.0% | $80,935-56.5% |
| Participation rate | 68.9% | 76.0%-7.1pp | 80.5%-11.7pp | 67.7%+1.2pp |
| Annual return | 16.41% | 22.82%-6.4pp | 23.93%-7.5pp | 35.66%-19.3pp |
| Employer contribution / active EE | $2,017 | $4,015-49.8% | $4,679-56.9% | $2,757-26.8% |
| Participant deferral / active EE | $4,326 | $5,463-20.8% | $6,628-34.7% | $4,299+0.6% |
| Admin fee / account holder | $676 | $6,527-89.6% | $9,354-92.8% | $6,924-90.2% |