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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 | $20,645 | $52,580-60.7% | $71,671-71.2% | $70,126-70.6% |
| Participation rate | 54.8% | 60.9%-6.1pp | 68.7%-14.0pp | 69.5%-14.8pp |
| Annual return | 14.66% | 20.25%-5.6pp | 20.65%-6.0pp | 73.15%-58.5pp |
| Employer contribution / active EE | $1,686 | $1,616+4.4% | $2,460-31.4% | $2,343-28.0% |
| Participant deferral / active EE | $2,471 | $2,386+3.6% | $3,438-28.1% | $3,332-25.8% |
| Admin fee / account holder | $545 | $3,653-85.1% | $5,558-90.2% | $4,645-88.3% |