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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 | $35,062 | $56,287-37.7% | $80,977-56.7% | $62,881-44.2% |
| Participation rate | 64.5% | 68.9%-4.4pp | 75.8%-11.3pp | 69.3%-4.8pp |
| Annual return | 13.65% | 22.13%-8.5pp | 17.11%-3.5pp | 20.14%-6.5pp |
| Employer contribution / active EE | $2,154 | $1,943+10.8% | $3,715-42.0% | $2,281-5.6% |
| Participant deferral / active EE | $4,473 | $4,196+6.6% | $5,696-21.5% | $3,203+39.6% |
| Admin fee / account holder | $1,603 | $3,742-57.2% | $5,517-70.9% | $4,296-62.7% |