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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 | $28,537 | $54,757-47.9% | $90,304-68.4% | $72,975-60.9% |
| Participation rate | 58.3% | 65.2%-6.8pp | 73.3%-14.9pp | 69.5%-11.2pp |
| Annual return | 19.85% | 30.63%-10.8pp | 78.13%-58.3pp | 81.01%-61.2pp |
| Employer contribution / active EE | $1,856 | $2,093-11.3% | $2,855-35.0% | $2,440-23.9% |
| Participant deferral / active EE | $3,649 | $2,887+26.4% | $3,885-6.1% | $3,608+1.2% |
| Admin fee / account holder | $964 | $3,973-75.7% | $5,354-82.0% | $5,124-81.2% |