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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 | $27,820 | $57,590-51.7% | $86,233-67.7% | $82,448-66.3% |
| Participation rate | 61.9% | 57.9%+4.0pp | 69.0%-7.1pp | 68.1%-6.2pp |
| Annual return | 21.18% | 22.41%-1.2pp | 61.39%-40.2pp | 41.64%-20.5pp |
| Employer contribution / active EE | $2,181 | $1,655+31.8% | $2,504-12.9% | $2,551-14.5% |
| Participant deferral / active EE | $3,934 | $3,080+27.7% | $4,559-13.7% | $4,139-5.0% |
| Admin fee / account holder | $782 | $4,730-83.5% | $8,342-90.6% | $7,234-89.2% |