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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 | $29,385 | $64,359-54.3% | $90,161-67.4% | $70,126-58.1% |
| Participation rate | 62.7% | 70.4%-7.7pp | 76.9%-14.1pp | 69.5%-6.8pp |
| Annual return | 23.73% | 28.13%-4.4pp | 34.89%-11.2pp | 73.15%-49.4pp |
| Employer contribution / active EE | $2,331 | $2,046+14.0% | $3,318-29.7% | $2,343-0.5% |
| Participant deferral / active EE | $3,590 | $4,389-18.2% | $5,287-32.1% | $3,332+7.7% |
| Admin fee / account holder | $1,384 | $3,945-64.9% | $5,943-76.7% | $4,645-70.2% |