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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 | $28,397 | $76,551-62.9% | $123,894-77.1% | $62,881-54.8% |
| Participation rate | 67.6% | 73.0%-5.4pp | 81.4%-13.8pp | 69.3%-1.7pp |
| Annual return | 10.78% | 18.68%-7.9pp | 47.52%-36.7pp | 20.14%-9.4pp |
| Employer contribution / active EE | $2,469 | $2,882-14.3% | $4,617-46.5% | $2,281+8.3% |
| Participant deferral / active EE | $4,937 | $4,840+2.0% | $5,984-17.5% | $3,203+54.1% |
| Admin fee / account holder | $5,779 | $4,826+19.8% | $8,357-30.8% | $4,296+34.5% |