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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 | $35,791 | $95,453-62.5% | $112,040-68.1% | $82,448-56.6% |
| Participation rate | 64.0% | 72.8%-8.8pp | 76.5%-12.5pp | 68.1%-4.1pp |
| Annual return | 26.02% | 23.92%+2.1pp | 24.52%+1.5pp | 41.64%-15.6pp |
| Employer contribution / active EE | $2,199 | $2,318-5.1% | $2,954-25.5% | $2,551-13.8% |
| Participant deferral / active EE | $4,780 | $4,224+13.2% | $5,098-6.2% | $4,139+15.5% |
| Admin fee / account holder | $435 | $9,013-95.2% | $12,098-96.4% | $7,234-94.0% |