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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 | $40,830 | $97,550-58.1% | $120,344-66.1% | $87,485-53.3% |
| Participation rate | 56.0% | 72.8%-16.8pp | 76.7%-20.7pp | 68.9%-12.9pp |
| Annual return | 24.36% | 18.41%+5.9pp | 20.30%+4.1pp | 26.06%-1.7pp |
| Employer contribution / active EE | $2,333 | $2,291+1.8% | $3,020-22.8% | $2,596-10.1% |
| Participant deferral / active EE | $4,769 | $4,230+12.7% | $5,135-7.1% | $4,274+11.6% |
| Admin fee / account holder | $311 | $9,543-96.7% | $12,742-97.6% | $7,775-96.0% |