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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 | $34,591 | $86,919-60.2% | $102,457-66.2% | $80,911-57.2% |
| Participation rate | 64.4% | 72.4%-8.0pp | 76.5%-12.1pp | 67.6%-3.2pp |
| Annual return | 17.28% | 18.90%-1.6pp | 29.41%-12.1pp | 35.63%-18.3pp |
| Employer contribution / active EE | $2,740 | $2,368+15.7% | $3,022-9.3% | $2,756-0.6% |
| Participant deferral / active EE | $3,893 | $4,119-5.5% | $5,054-23.0% | $4,297-9.4% |
| Admin fee / account holder | $2,054 | $8,049-74.5% | $9,451-78.3% | $6,935-70.4% |