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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 | $28,892 | $72,177-60.0% | $115,038-74.9% | $59,633-51.5% |
| Participation rate | 68.7% | 72.6%-3.9pp | 81.4%-12.7pp | 68.7%0pp |
| Annual return | 24.85% | 12.02%+12.8pp | 26.14%-1.3pp | 2041.45%-2016.6pp |
| Employer contribution / active EE | $979 | $2,841-65.5% | $4,608-78.7% | $2,203-55.5% |
| Participant deferral / active EE | $6,133 | $4,783+28.2% | $6,026+1.8% | $3,192+92.2% |
| Admin fee / account holder | $2,822 | $4,927-42.7% | $8,175-65.5% | $4,297-34.3% |