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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 | $29,789 | $112,729-73.6% | $98,716-69.8% | $137,256-78.3% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.3%-5.7pp | 80.0%-16.3pp |
| Annual return | 11.25% | 38.48%-27.2pp | 31.81%-20.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $2,659 | $2,725-2.4% | $2,279+16.7% | $4,156-36.0% |
| Participant deferral / active EE | $4,717 | $4,640+1.7% | $4,048+16.5% | $6,407-26.4% |
| Admin fee / account holder | $654 | $10,129-93.5% | $8,703-92.5% | $12,270-94.7% |