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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 | $26,159 | $58,848-55.5% | $88,179-70.3% | $82,637-68.3% |
| Participation rate | 65.6% | 57.9%+7.7pp | 69.1%-3.6pp | 68.1%-2.5pp |
| Annual return | 26.93% | 22.76%+4.2pp | 64.97%-38.0pp | 53.51%-26.6pp |
| Employer contribution / active EE | $5,644 | $1,678+236.3% | $2,549+121.4% | $2,552+121.1% |
| Participant deferral / active EE | $3,276 | $3,124+4.9% | $4,614-29.0% | $4,126-20.6% |
| Admin fee / account holder | $988 | $4,795-79.4% | $7,673-87.1% | $7,339-86.5% |