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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 | $37,268 | $84,953-56.1% | $163,379-77.2% | $82,637-54.9% |
| Participation rate | 68.8% | 65.9%+2.8pp | 76.8%-8.1pp | 68.1%+0.7pp |
| Annual return | 18.14% | 23.07%-4.9pp | 63.41%-45.3pp | 53.51%-35.4pp |
| Employer contribution / active EE | $2,192 | $2,183+0.4% | $3,752-41.6% | $2,552-14.1% |
| Participant deferral / active EE | $5,620 | $4,326+29.9% | $6,282-10.5% | $4,126+36.2% |
| Admin fee / account holder | $1,459 | $7,921-81.6% | $9,818-85.1% | $7,339-80.1% |