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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 | $27,749 | $81,476-65.9% | $102,383-72.9% | $80,925-65.7% |
| Participation rate | 67.6% | 66.8%+0.7pp | 74.5%-6.9pp | 67.7%-0.1pp |
| Annual return | 13.65% | 25.59%-11.9pp | 24.94%-11.3pp | 35.65%-22.0pp |
| Employer contribution / active EE | $2,716 | $3,105-12.5% | $3,870-29.8% | $2,756-1.4% |
| Participant deferral / active EE | $5,482 | $3,871+41.6% | $5,060+8.4% | $4,299+27.5% |
| Admin fee / account holder | $635 | $6,717-90.5% | $8,391-92.4% | $6,940-90.9% |