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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 | $25,545 | $63,764-59.9% | $81,926-68.8% | $79,858-68.0% |
| Participation rate | 67.9% | 67.5%+0.4pp | 72.0%-4.1pp | 69.6%-1.8pp |
| Annual return | 10.48% | 22.66%-12.2pp | 29.49%-19.0pp | 31.72%-21.2pp |
| Employer contribution / active EE | $1,230 | $1,795-31.5% | $4,310-71.5% | $2,471-50.2% |
| Participant deferral / active EE | $1,661 | $2,780-40.3% | $7,108-76.6% | $3,740-55.6% |
| Admin fee / account holder | $1,249 | $4,426-71.8% | $5,159-75.8% | $5,306-76.5% |