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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 | $31,679 | $43,075-26.5% | $74,577-57.5% | $62,881-49.6% |
| Participation rate | 69.4% | 58.1%+11.4pp | 68.1%+1.3pp | 69.3%+0.1pp |
| Annual return | 9.50% | 17.50%-8.0pp | 20.47%-11.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $2,697 | $1,498+80.1% | $2,525+6.8% | $2,281+18.2% |
| Participant deferral / active EE | $5,698 | $2,389+138.5% | $3,458+64.8% | $3,203+77.9% |
| Admin fee / account holder | $4,036 | $2,840+42.1% | $4,138-2.5% | $4,296-6.0% |