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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 | $37,634 | $84,953-55.7% | $163,379-77.0% | $82,637-54.5% |
| Participation rate | 67.5% | 65.9%+1.6pp | 76.8%-9.3pp | 68.1%-0.6pp |
| Annual return | 18.91% | 23.07%-4.2pp | 63.41%-44.5pp | 53.51%-34.6pp |
| Employer contribution / active EE | $2,691 | $2,183+23.3% | $3,752-28.3% | $2,552+5.4% |
| Participant deferral / active EE | $4,231 | $4,326-2.2% | $6,282-32.6% | $4,126+2.5% |
| Admin fee / account holder | $1,557 | $7,921-80.3% | $9,818-84.1% | $7,339-78.8% |