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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 | $32,250 | $86,949-62.9% | $102,460-68.5% | $80,959-60.2% |
| Participation rate | 67.4% | 72.4%-4.9pp | 76.5%-9.1pp | 67.7%-0.2pp |
| Annual return | 30.33% | 18.89%+11.4pp | 29.47%+0.9pp | 35.67%-5.3pp |
| Employer contribution / active EE | $2,538 | $2,370+7.1% | $3,025-16.1% | $2,757-7.9% |
| Participant deferral / active EE | $5,607 | $4,121+36.1% | $5,056+10.9% | $4,300+30.4% |
| Admin fee / account holder | $1,825 | $8,048-77.3% | $9,460-80.7% | $6,925-73.6% |