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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 | $35,803 | $72,272-50.5% | $101,264-64.6% | $79,858-55.2% |
| Participation rate | 63.9% | 68.5%-4.6pp | 75.8%-11.9pp | 69.6%-5.7pp |
| Annual return | 22.14% | 22.30%-0.2pp | 46.48%-24.3pp | 31.72%-9.6pp |
| Employer contribution / active EE | $1,838 | $2,692-31.7% | $3,660-49.8% | $2,471-25.6% |
| Participant deferral / active EE | $4,745 | $3,282+44.6% | $4,370+8.6% | $3,740+26.9% |
| Admin fee / account holder | $362 | $4,401-91.8% | $5,947-93.9% | $5,306-93.2% |