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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 | $44,312 | $84,953-47.8% | $163,379-72.9% | $82,637-46.4% |
| Participation rate | 64.5% | 65.9%-1.4pp | 76.8%-12.3pp | 68.1%-3.5pp |
| Annual return | 25.43% | 23.07%+2.4pp | 63.41%-38.0pp | 53.51%-28.1pp |
| Employer contribution / active EE | $2,314 | $2,183+6.0% | $3,752-38.3% | $2,552-9.3% |
| Participant deferral / active EE | $7,301 | $4,326+68.8% | $6,282+16.2% | $4,126+76.9% |
| Admin fee / account holder | $4,331 | $7,921-45.3% | $9,818-55.9% | $7,339-41.0% |