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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 | $31,606 | $45,087-29.9% | $69,483-54.5% | $72,976-56.7% |
| Participation rate | 69.6% | 68.5%+1.1pp | 74.6%-5.0pp | 69.5%+0.1pp |
| Annual return | 20.90% | 22.67%-1.8pp | 28.99%-8.1pp | 81.02%-60.1pp |
| Employer contribution / active EE | $566 | $2,055-72.5% | $2,780-79.7% | $2,440-76.8% |
| Participant deferral / active EE | $2,028 | $2,603-22.1% | $3,537-42.7% | $3,608-43.8% |
| Admin fee / account holder | $5,408 | $3,057+76.9% | $3,841+40.8% | $5,124+5.5% |