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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 | $28,421 | $67,602-58.0% | $82,312-65.5% | $70,126-59.5% |
| Participation rate | 59.3% | 72.8%-13.5pp | 76.9%-17.6pp | 69.5%-10.3pp |
| Annual return | 19.83% | 21.57%-1.7pp | 25.88%-6.0pp | 73.15%-53.3pp |
| Employer contribution / active EE | $2,131 | $1,755+21.4% | $2,428-12.3% | $2,343-9.0% |
| Participant deferral / active EE | $3,432 | $2,987+14.9% | $3,706-7.4% | $3,332+3.0% |
| Admin fee / account holder | $373 | $4,512-91.7% | $5,608-93.4% | $4,645-92.0% |