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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 | $26,921 | $57,590-53.3% | $86,233-68.8% | $82,448-67.3% |
| Participation rate | 63.0% | 57.9%+5.1pp | 69.0%-6.0pp | 68.1%-5.1pp |
| Annual return | 20.25% | 22.41%-2.2pp | 61.39%-41.1pp | 41.64%-21.4pp |
| Employer contribution / active EE | $1,815 | $1,655+9.6% | $2,504-27.5% | $2,551-28.9% |
| Participant deferral / active EE | $3,695 | $3,080+20.0% | $4,559-19.0% | $4,139-10.7% |
| Admin fee / account holder | $799 | $4,730-83.1% | $8,342-90.4% | $7,234-89.0% |