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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 | $34,552 | $41,377-16.5% | $109,313-68.4% | $62,881-45.1% |
| Participation rate | 67.2% | 57.5%+9.6pp | 71.3%-4.1pp | 69.3%-2.1pp |
| Annual return | 7.04% | 11.05%-4.0pp | 22.07%-15.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,604 | $1,276+104.1% | $3,892-33.1% | $2,281+14.2% |
| Participant deferral / active EE | $2,210 | $2,045+8.1% | $3,166-30.2% | $3,203-31.0% |
| Admin fee / account holder | $8,999 | $2,884+212.0% | $5,666+58.8% | $4,296+109.5% |