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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 | $29,832 | $76,834-61.2% | $108,359-72.5% | $87,485-65.9% |
| Participation rate | 64.1% | 61.7%+2.4pp | 70.1%-6.0pp | 68.9%-4.8pp |
| Annual return | 20.98% | 19.09%+1.9pp | 36.89%-15.9pp | 26.06%-5.1pp |
| Employer contribution / active EE | $2,657 | $1,556+70.7% | $2,399+10.7% | $2,596+2.3% |
| Participant deferral / active EE | $4,325 | $3,100+39.5% | $4,137+4.5% | $4,274+1.2% |
| Admin fee / account holder | $2,879 | $6,537-56.0% | $9,741-70.4% | $7,775-63.0% |