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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 | $33,127 | $78,520-57.8% | $96,576-65.7% | $82,448-59.8% |
| Participation rate | 65.1% | 77.7%-12.6pp | 81.4%-16.3pp | 68.1%-3.0pp |
| Annual return | 17.64% | 41.30%-23.7pp | 38.47%-20.8pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,321 | $2,630-11.7% | $3,553-34.7% | $2,551-9.0% |
| Participant deferral / active EE | $3,610 | $6,754-46.6% | $7,956-54.6% | $4,139-12.8% |
| Admin fee / account holder | $3,496 | $13,455-74.0% | $11,381-69.3% | $7,234-51.7% |