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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 | $31,096 | $45,872-32.2% | $77,096-59.7% | $68,486-54.6% |
| Participation rate | 66.7% | 55.9%+10.7pp | 67.9%-1.3pp | 67.9%-1.2pp |
| Annual return | 1.83% | 1.73%+0.1pp | 42.35%-40.5pp | -7.85%+9.7pp |
| Employer contribution / active EE | $2,091 | $1,650+26.8% | $2,814-25.7% | $2,597-19.5% |
| Participant deferral / active EE | $5,418 | $2,963+82.9% | $4,429+22.3% | $4,028+34.5% |
| Admin fee / account holder | $1,531 | $3,041-49.7% | $5,428-71.8% | $5,404-71.7% |