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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 | $89,532-60.7% | $103,431-66.0% | $80,911-56.5% |
| Participation rate | 68.9% | 76.0%-7.1pp | 80.5%-11.6pp | 67.6%+1.2pp |
| Annual return | 16.41% | 22.80%-6.4pp | 23.92%-7.5pp | 35.63%-19.2pp |
| Employer contribution / active EE | $2,017 | $4,023-49.9% | $4,678-56.9% | $2,756-26.8% |
| Participant deferral / active EE | $4,326 | $5,459-20.8% | $6,625-34.7% | $4,297+0.7% |
| Admin fee / account holder | $676 | $6,774-90.0% | $9,412-92.8% | $6,935-90.2% |