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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 | $27,699 | $56,110-50.6% | $94,993-70.8% | $70,126-60.5% |
| Participation rate | 61.0% | 65.0%-4.0pp | 73.9%-12.9pp | 69.5%-8.6pp |
| Annual return | 12.97% | 51.02%-38.1pp | 27.14%-14.2pp | 73.15%-60.2pp |
| Employer contribution / active EE | $2,151 | $1,442+49.2% | $2,603-17.4% | $2,343-8.2% |
| Participant deferral / active EE | $2,638 | $2,391+10.3% | $3,317-20.5% | $3,332-20.8% |
| Admin fee / account holder | $1,048 | $3,456-69.7% | $4,960-78.9% | $4,645-77.4% |