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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 | $70,202 | $108,825-35.5% | $156,181-55.1% | $82,448-14.9% |
| Participation rate | 53.6% | 72.4%-18.8pp | 78.8%-25.3pp | 68.1%-14.5pp |
| Annual return | 22.36% | 20.59%+1.8pp | 64.87%-42.5pp | 41.64%-19.3pp |
| Employer contribution / active EE | $2,302 | $2,870-19.8% | $4,294-46.4% | $2,551-9.7% |
| Participant deferral / active EE | $4,786 | $4,577+4.6% | $6,132-22.0% | $4,139+15.6% |
| Admin fee / account holder | $886 | $9,341-90.5% | $14,586-93.9% | $7,234-87.8% |