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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 | $35,103 | $81,504-56.9% | $102,437-65.7% | $80,959-56.6% |
| Participation rate | 63.6% | 66.9%-3.2pp | 74.5%-10.9pp | 67.7%-4.0pp |
| Annual return | 14.92% | 25.60%-10.7pp | 24.95%-10.0pp | 35.67%-20.7pp |
| Employer contribution / active EE | $2,240 | $3,104-27.8% | $3,871-42.1% | $2,757-18.7% |
| Participant deferral / active EE | $5,782 | $3,871+49.4% | $5,060+14.3% | $4,300+34.5% |
| Admin fee / account holder | $1,107 | $6,719-83.5% | $8,388-86.8% | $6,925-84.0% |