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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 | $26,858 | $39,132-31.4% | $57,196-53.0% | $62,881-57.3% |
| Participation rate | 68.6% | 70.5%-1.9pp | 75.3%-6.8pp | 69.3%-0.7pp |
| Annual return | 27.71% | 9.24%+18.5pp | 14.59%+13.1pp | 20.14%+7.6pp |
| Employer contribution / active EE | $2,218 | $1,874+18.4% | $2,683-17.3% | $2,281-2.8% |
| Participant deferral / active EE | $5,146 | $2,374+116.7% | $3,096+66.2% | $3,203+60.7% |
| Admin fee / account holder | $1,832 | $2,594-29.4% | $3,141-41.7% | $4,296-57.3% |