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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 | $36,310 | $86,949-58.2% | $102,460-64.6% | $80,959-55.2% |
| Participation rate | 62.1% | 72.4%-10.3pp | 76.5%-14.4pp | 67.7%-5.6pp |
| Annual return | 25.02% | 18.89%+6.1pp | 29.47%-4.4pp | 35.67%-10.6pp |
| Employer contribution / active EE | $3,472 | $2,370+46.5% | $3,025+14.8% | $2,757+25.9% |
| Participant deferral / active EE | $3,952 | $4,121-4.1% | $5,056-21.8% | $4,300-8.1% |
| Admin fee / account holder | $2,592 | $8,048-67.8% | $9,460-72.6% | $6,925-62.6% |