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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 | $26,843 | $54,757-51.0% | $90,300-70.3% | $72,983-63.2% |
| Participation rate | 67.9% | 65.1%+2.7pp | 73.3%-5.4pp | 69.5%-1.6pp |
| Annual return | 22.76% | 30.63%-7.9pp | 78.11%-55.4pp | 81.01%-58.2pp |
| Employer contribution / active EE | $273 | $2,092-86.9% | $2,854-90.4% | $2,440-88.8% |
| Participant deferral / active EE | $939 | $2,887-67.5% | $3,884-75.8% | $3,608-74.0% |
| Admin fee / account holder | $703 | $3,972-82.3% | $5,353-86.9% | $5,124-86.3% |