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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 | $28,057 | $64,920-56.8% | $103,693-72.9% | $86,983-67.7% |
| Participation rate | 67.6% | 63.6%+4.1pp | 72.6%-5.0pp | 69.5%-1.9pp |
| Annual return | 16.85% | 30.29%-13.4pp | 47.61%-30.8pp | 25.83%-9.0pp |
| Employer contribution / active EE | $1,818 | $2,141-15.1% | $2,920-37.7% | $2,584-29.6% |
| Participant deferral / active EE | $3,370 | $3,241+4.0% | $4,579-26.4% | $4,194-19.6% |
| Admin fee / account holder | $355 | $6,191-94.3% | $7,858-95.5% | $7,856-95.5% |