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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 | $81,446-65.4% | $103,374-72.7% | $80,874-65.1% |
| Participation rate | 63.6% | 66.9%-3.2pp | 74.5%-10.9pp | 67.6%-4.0pp |
| Annual return | 21.40% | 25.57%-4.2pp | 24.89%-3.5pp | 35.62%-14.2pp |
| Employer contribution / active EE | $2,261 | $3,107-27.2% | $3,869-41.6% | $2,756-18.0% |
| Participant deferral / active EE | $4,567 | $3,870+18.0% | $5,058-9.7% | $4,297+6.3% |
| Admin fee / account holder | $1,294 | $6,715-80.7% | $8,394-84.6% | $6,935-81.3% |