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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 | $37,449 | $81,487-54.0% | $102,412-63.4% | $80,935-53.7% |
| Participation rate | 69.0% | 66.8%+2.1pp | 74.5%-5.5pp | 67.7%+1.3pp |
| Annual return | 12.67% | 25.60%-12.9pp | 24.94%-12.3pp | 35.66%-23.0pp |
| Employer contribution / active EE | $4,672 | $3,103+50.6% | $3,870+20.7% | $2,757+69.5% |
| Participant deferral / active EE | $5,573 | $3,871+44.0% | $5,060+10.1% | $4,299+29.6% |
| Admin fee / account holder | $2,877 | $6,717-57.2% | $8,388-65.7% | $6,924-58.5% |