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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 | $28,796 | $72,486-60.3% | $87,103-66.9% | $72,976-60.5% |
| Participation rate | 61.3% | 72.8%-11.5pp | 76.9%-15.6pp | 69.5%-8.2pp |
| Annual return | 25.43% | 24.46%+1.0pp | 28.19%-2.8pp | 81.02%-55.6pp |
| Employer contribution / active EE | $2,695 | $1,894+42.3% | $2,521+6.9% | $2,440+10.5% |
| Participant deferral / active EE | $4,427 | $3,270+35.4% | $4,049+9.3% | $3,608+22.7% |
| Admin fee / account holder | $2,343 | $5,055-53.6% | $7,491-68.7% | $5,124-54.3% |