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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 | $26,975 | $57,541-53.1% | $95,728-71.8% | $75,181-64.1% |
| Participation rate | 67.9% | 62.5%+5.4pp | 72.3%-4.3pp | 67.2%+0.7pp |
| Annual return | 19.52% | 34.93%-15.4pp | 28.40%-8.9pp | 160.69%-141.2pp |
| Employer contribution / active EE | $1,551 | $1,808-14.2% | $2,835-45.3% | $2,671-41.9% |
| Participant deferral / active EE | $3,440 | $3,074+11.9% | $4,245-19.0% | $4,126-16.6% |
| Admin fee / account holder | $1,681 | $4,099-59.0% | $5,673-70.4% | $5,650-70.2% |