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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 | $27,984 | $90,400-69.0% | $186,193-85.0% | $87,485-68.0% |
| Participation rate | 61.9% | 66.2%-4.3pp | 77.1%-15.2pp | 68.9%-7.0pp |
| Annual return | 17.02% | 22.15%-5.1pp | 78.03%-61.0pp | 26.06%-9.0pp |
| Employer contribution / active EE | $3,080 | $2,170+41.9% | $3,918-21.4% | $2,596+18.6% |
| Participant deferral / active EE | $4,693 | $4,330+8.4% | $6,513-27.9% | $4,274+9.8% |
| Admin fee / account holder | $6,396 | $8,673-26.3% | $11,058-42.2% | $7,775-17.7% |