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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 | $35,864 | $106,749-66.4% | $145,433-75.3% | $82,448-56.5% |
| Participation rate | 69.2% | 75.6%-6.4pp | 82.1%-12.9pp | 68.1%+1.2pp |
| Annual return | 22.88% | 27.59%-4.7pp | 66.58%-43.7pp | 41.64%-18.8pp |
| Employer contribution / active EE | $1,618 | $3,444-53.0% | $4,554-64.5% | $2,551-36.6% |
| Participant deferral / active EE | $4,402 | $6,519-32.5% | $7,897-44.3% | $4,139+6.3% |
| Admin fee / account holder | $306 | $8,390-96.4% | $13,129-97.7% | $7,234-95.8% |