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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 | $23,060 | $51,222-55.0% | $70,544-67.3% | $75,173-69.3% |
| Participation rate | 64.7% | 61.0%+3.7pp | 68.4%-3.6pp | 67.2%-2.5pp |
| Annual return | 19.76% | 30.06%-10.3pp | 32.79%-13.0pp | 160.72%-141.0pp |
| Employer contribution / active EE | $1,750 | $1,827-4.2% | $2,976-41.2% | $2,671-34.5% |
| Participant deferral / active EE | $3,956 | $2,850+38.8% | $4,568-13.4% | $4,126-4.1% |
| Admin fee / account holder | $1,934 | $4,096-52.8% | $6,427-69.9% | $5,651-65.8% |