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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 | $35,564 | $99,380-64.2% | $90,312-60.6% | $155,188-77.1% |
| Participation rate | 66.7% | 77.3%-10.7pp | 72.9%-6.2pp | 80.8%-14.1pp |
| Annual return | 26.96% | 19.35%+7.6pp | 18.90%+8.1pp | 148.84%-121.9pp |
| Employer contribution / active EE | $3,604 | $2,390+50.8% | $2,243+60.7% | $4,248-15.2% |
| Participant deferral / active EE | $4,421 | $4,212+5.0% | $3,749+17.9% | $6,531-32.3% |
| Admin fee / account holder | $2,353 | $9,766-75.9% | $8,248-71.5% | $14,480-83.7% |