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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 | $81,446-56.9% | $103,374-66.0% | $80,874-56.6% |
| Participation rate | 63.6% | 66.9%-3.2pp | 74.5%-10.9pp | 67.6%-4.0pp |
| Annual return | 14.92% | 25.57%-10.6pp | 24.89%-10.0pp | 35.62%-20.7pp |
| Employer contribution / active EE | $2,240 | $3,107-27.9% | $3,869-42.1% | $2,756-18.7% |
| Participant deferral / active EE | $5,782 | $3,870+49.4% | $5,058+14.3% | $4,297+34.6% |
| Admin fee / account holder | $1,107 | $6,715-83.5% | $8,394-86.8% | $6,935-84.0% |