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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 | $31,196 | $45,438-31.3% | $80,004-61.0% | $59,633-47.7% |
| Participation rate | 69.3% | 63.7%+5.6pp | 73.0%-3.7pp | 68.7%+0.7pp |
| Annual return | 4.85% | 5.10%-0.3pp | 7.63%-2.8pp | 2041.45%-2036.6pp |
| Employer contribution / active EE | $1,641 | $1,236+32.8% | $2,473-33.6% | $2,203-25.5% |
| Participant deferral / active EE | $1,818 | $2,231-18.5% | $3,204-43.2% | $3,192-43.0% |
| Admin fee / account holder | $1,541 | $3,464-55.5% | $5,033-69.4% | $4,297-64.1% |