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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 | $34,787 | $63,365-45.1% | $91,994-62.2% | $72,976-52.3% |
| Participation rate | 62.9% | 72.5%-9.7pp | 78.6%-15.8pp | 69.5%-6.6pp |
| Annual return | 27.63% | 35.35%-7.7pp | 69.04%-41.4pp | 81.02%-53.4pp |
| Employer contribution / active EE | $2,971 | $2,116+40.4% | $3,453-14.0% | $2,440+21.8% |
| Participant deferral / active EE | $6,675 | $4,883+36.7% | $5,924+12.7% | $3,608+85.0% |
| Admin fee / account holder | $1,382 | $4,670-70.4% | $7,744-82.2% | $5,124-73.0% |