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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 | $35,232 | $81,262-56.6% | $155,602-77.4% | $80,911-56.5% |
| Participation rate | 56.7% | 66.2%-9.6pp | 78.2%-21.5pp | 67.6%-11.0pp |
| Annual return | 16.47% | 33.34%-16.9pp | 64.81%-48.3pp | 35.63%-19.2pp |
| Employer contribution / active EE | $2,013 | $3,102-35.1% | $4,675-56.9% | $2,756-27.0% |
| Participant deferral / active EE | $4,305 | $3,451+24.7% | $5,629-23.5% | $4,297+0.2% |
| Admin fee / account holder | $1,550 | $7,992-80.6% | $15,923-90.3% | $6,935-77.7% |