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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 | $28,207 | $81,476-65.4% | $102,383-72.4% | $80,925-65.1% |
| Participation rate | 63.6% | 66.8%-3.2pp | 74.5%-10.9pp | 67.7%-4.0pp |
| Annual return | 21.40% | 25.59%-4.2pp | 24.94%-3.5pp | 35.65%-14.3pp |
| Employer contribution / active EE | $2,261 | $3,105-27.2% | $3,870-41.6% | $2,756-18.0% |
| Participant deferral / active EE | $4,567 | $3,871+18.0% | $5,060-9.7% | $4,299+6.2% |
| Admin fee / account holder | $1,294 | $6,717-80.7% | $8,391-84.6% | $6,940-81.4% |