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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 | $20,541 | $64,462-68.1% | $81,482-74.8% | $80,911-74.6% |
| Participation rate | 68.4% | 63.9%+4.5pp | 69.5%-1.1pp | 67.6%+0.8pp |
| Annual return | 15.42% | 16.35%-0.9pp | 24.79%-9.4pp | 35.63%-20.2pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,274 | $3,094+5.8% | $3,885-15.7% | $4,297-23.8% |
| Admin fee / account holder | $1,189 | $5,678-79.0% | $5,761-79.4% | $6,935-82.8% |