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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 | $29,730 | $67,894-56.2% | $89,340-66.7% | $82,448-63.9% |
| Participation rate | 63.9% | 64.0%-0.2pp | 69.6%-5.7pp | 68.1%-4.2pp |
| Annual return | 38.00% | 19.21%+18.8pp | 20.57%+17.4pp | 41.64%-3.6pp |
| Employer contribution / active EE | $2,060 | $1,828+12.7% | $2,231-7.7% | $2,551-19.2% |
| Participant deferral / active EE | $4,810 | $3,072+56.6% | $3,823+25.8% | $4,139+16.2% |
| Admin fee / account holder | $1,379 | $5,723-75.9% | $6,704-79.4% | $7,234-80.9% |