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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 | $26,104 | $59,123-55.8% | $77,183-66.2% | $75,181-65.3% |
| Participation rate | 67.1% | 63.9%+3.3pp | 69.6%-2.5pp | 67.2%-0.1pp |
| Annual return | 16.24% | 26.72%-10.5pp | 37.89%-21.7pp | 160.69%-144.4pp |
| Employer contribution / active EE | $1,768 | $1,996-11.4% | $2,534-30.2% | $2,671-33.8% |
| Participant deferral / active EE | $2,809 | $2,999-6.4% | $3,833-26.7% | $4,126-31.9% |
| Admin fee / account holder | $899 | $4,776-81.2% | $5,475-83.6% | $5,650-84.1% |