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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 | $27,092 | $58,848-54.0% | $88,179-69.3% | $82,637-67.2% |
| Participation rate | 60.8% | 57.9%+2.9pp | 69.1%-8.4pp | 68.1%-7.3pp |
| Annual return | 18.61% | 22.76%-4.1pp | 64.97%-46.4pp | 53.51%-34.9pp |
| Employer contribution / active EE | $2,194 | $1,678+30.7% | $2,549-14.0% | $2,552-14.1% |
| Participant deferral / active EE | $4,629 | $3,124+48.2% | $4,614+0.3% | $4,126+12.2% |
| Admin fee / account holder | $907 | $4,795-81.1% | $7,673-88.2% | $7,339-87.6% |