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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 | $41,128 | $108,825-62.2% | $156,181-73.7% | $82,448-50.1% |
| Participation rate | 68.3% | 72.4%-4.1pp | 78.8%-10.5pp | 68.1%+0.2pp |
| Annual return | 21.28% | 20.59%+0.7pp | 64.87%-43.6pp | 41.64%-20.4pp |
| Employer contribution / active EE | $2,885 | $2,870+0.5% | $4,294-32.8% | $2,551+13.1% |
| Participant deferral / active EE | $5,322 | $4,577+16.3% | $6,132-13.2% | $4,139+28.6% |
| Admin fee / account holder | $836 | $9,341-91.0% | $14,586-94.3% | $7,234-88.4% |