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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 | $21,069 | $51,202-58.9% | $70,548-70.1% | $75,181-72.0% |
| Participation rate | 55.4% | 61.0%-5.6pp | 68.3%-13.0pp | 67.2%-11.8pp |
| Annual return | 29.68% | 30.05%-0.4pp | 32.78%-3.1pp | 160.69%-131.0pp |
| Employer contribution / active EE | $2,718 | $1,827+48.8% | $2,975-8.7% | $2,671+1.8% |
| Participant deferral / active EE | $4,672 | $2,850+64.0% | $4,567+2.3% | $4,126+13.2% |
| Admin fee / account holder | $521 | $4,094-87.3% | $6,424-91.9% | $5,650-90.8% |