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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 | $36,733 | $81,446-54.9% | $103,374-64.5% | $80,874-54.6% |
| Participation rate | 67.5% | 66.9%+0.6pp | 74.5%-7.0pp | 67.6%-0.1pp |
| Annual return | 14.58% | 25.57%-11.0pp | 24.89%-10.3pp | 35.62%-21.0pp |
| Employer contribution / active EE | $2,639 | $3,107-15.1% | $3,869-31.8% | $2,756-4.2% |
| Participant deferral / active EE | $4,803 | $3,870+24.1% | $5,058-5.0% | $4,297+11.8% |
| Admin fee / account holder | $611 | $6,715-90.9% | $8,394-92.7% | $6,935-91.2% |