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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 | $58,848-52.7% | $88,179-68.5% | $82,637-66.3% |
| Participation rate | 61.9% | 57.9%+4.0pp | 69.1%-7.2pp | 68.1%-6.1pp |
| Annual return | 21.18% | 22.76%-1.6pp | 64.97%-43.8pp | 53.51%-32.3pp |
| Employer contribution / active EE | $2,181 | $1,678+30.0% | $2,549-14.4% | $2,552-14.5% |
| Participant deferral / active EE | $3,934 | $3,124+25.9% | $4,614-14.7% | $4,126-4.7% |
| Admin fee / account holder | $782 | $4,795-83.7% | $7,673-89.8% | $7,339-89.3% |