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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 | $21,768 | $73,978-70.6% | $96,515-77.4% | $75,173-71.0% |
| Participation rate | 56.3% | 66.4%-10.2pp | 74.3%-18.1pp | 67.2%-11.0pp |
| Annual return | 34.46% | 26.72%+7.7pp | 35.73%-1.3pp | 160.72%-126.3pp |
| Employer contribution / active EE | $2,019 | $2,931-31.1% | $3,740-46.0% | $2,671-24.4% |
| Participant deferral / active EE | $4,602 | $3,660+25.7% | $4,880-5.7% | $4,126+11.5% |
| Admin fee / account holder | $5,300 | $5,219+1.5% | $6,735-21.3% | $5,651-6.2% |