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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 | $40,805 | $93,598-56.4% | $135,974-70.0% | $75,173-45.7% |
| Participation rate | 64.0% | 75.2%-11.2pp | 81.9%-17.9pp | 67.2%-3.2pp |
| Annual return | 20.01% | 30.89%-10.9pp | 68.30%-48.3pp | 160.72%-140.7pp |
| Employer contribution / active EE | $2,199 | $3,538-37.8% | $4,859-54.7% | $2,671-17.7% |
| Participant deferral / active EE | $4,650 | $6,405-27.4% | $7,760-40.1% | $4,126+12.7% |
| Admin fee / account holder | $671 | $6,978-90.4% | $10,767-93.8% | $5,651-88.1% |