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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 | $35,386 | $72,554-51.2% | $138,135-74.4% | $73,497-51.9% |
| Participation rate | 60.4% | 74.8%-14.5pp | 78.7%-18.3pp | 70.7%-10.3pp |
| Annual return | 18.76% | 17.50%+1.3pp | 20.51%-1.8pp | 28.51%-9.8pp |
| Employer contribution / active EE | $2,838 | $3,511-19.2% | $5,587-49.2% | $2,270+25.0% |
| Participant deferral / active EE | $4,525 | $4,908-7.8% | $6,431-29.6% | $3,740+21.0% |
| Admin fee / account holder | $2,518 | $464+442.2% | $11,856-78.8% | $513+390.8% |