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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 | $28,112 | $58,493-51.9% | $84,021-66.5% | $72,975-61.5% |
| Participation rate | 64.3% | 61.2%+3.1pp | 69.0%-4.7pp | 69.5%-5.2pp |
| Annual return | 24.80% | 28.93%-4.1pp | 71.32%-46.5pp | 81.01%-56.2pp |
| Employer contribution / active EE | $783 | $1,163-32.7% | $1,984-60.5% | $2,440-67.9% |
| Participant deferral / active EE | $2,682 | $2,394+12.0% | $3,239-17.2% | $3,608-25.7% |
| Admin fee / account holder | $8,389 | $4,569+83.6% | $6,102+37.5% | $5,124+63.7% |