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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 | $28,092 | $64,920-56.7% | $103,693-72.9% | $86,983-67.7% |
| Participation rate | 64.5% | 63.6%+0.9pp | 72.6%-8.1pp | 69.5%-5.0pp |
| Annual return | 17.20% | 30.29%-13.1pp | 47.61%-30.4pp | 25.83%-8.6pp |
| Employer contribution / active EE | $1,167 | $2,141-45.5% | $2,920-60.1% | $2,584-54.9% |
| Participant deferral / active EE | $1,840 | $3,241-43.2% | $4,579-59.8% | $4,194-56.1% |
| Admin fee / account holder | $12,497 | $6,191+101.8% | $7,858+59.0% | $7,856+59.1% |