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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 | $21,555 | $59,839-64.0% | $81,991-73.7% | $79,852-73.0% |
| Participation rate | 66.7% | 61.6%+5.0pp | 69.3%-2.6pp | 69.6%-3.0pp |
| Annual return | 16.96% | 17.56%-0.6pp | 41.31%-24.3pp | 31.72%-14.8pp |
| Employer contribution / active EE | $1,956 | $1,713+14.1% | $2,498-21.7% | $2,471-20.9% |
| Participant deferral / active EE | $2,480 | $2,695-8.0% | $3,722-33.4% | $3,740-33.7% |
| Admin fee / account holder | $2,895 | $4,287-32.5% | $5,665-48.9% | $5,306-45.4% |