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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 | $23,217 | $46,534-50.1% | $64,097-63.8% | $75,177-69.1% |
| Participation rate | 57.1% | 65.9%-8.8pp | 72.3%-15.2pp | 67.2%-10.1pp |
| Annual return | 21.79% | 26.07%-4.3pp | 33.75%-12.0pp | 160.75%-139.0pp |
| Employer contribution / active EE | $2,531 | $1,976+28.1% | $2,750-7.9% | $2,671-5.2% |
| Participant deferral / active EE | $3,064 | $2,835+8.1% | $3,881-21.0% | $4,126-25.7% |
| Admin fee / account holder | $1,304 | $2,957-55.9% | $3,070-57.5% | $5,651-76.9% |