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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 | $25,442 | $71,197-64.3% | $93,669-72.8% | $80,925-68.6% |
| Participation rate | 65.9% | 60.4%+5.5pp | 68.7%-2.8pp | 67.7%-1.7pp |
| Annual return | 28.11% | 11.27%+16.8pp | 133.59%-105.5pp | 35.65%-7.5pp |
| Employer contribution / active EE | $1,570 | $1,565+0.4% | $2,424-35.2% | $2,756-43.0% |
| Participant deferral / active EE | $3,302 | $4,036-18.2% | $4,416-25.2% | $4,299-23.2% |
| Admin fee / account holder | $1,008 | $6,959-85.5% | $8,291-87.8% | $6,940-85.5% |