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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 | $31,028 | $64,729-52.1% | $112,263-72.4% | $68,490-54.7% |
| Participation rate | 68.8% | 67.2%+1.6pp | 75.1%-6.3pp | 67.9%+0.9pp |
| Annual return | 10.13% | -11.40%+21.5pp | 27.49%-17.4pp | -7.85%+18.0pp |
| Employer contribution / active EE | $3,070 | $2,746+11.8% | $3,636-15.6% | $2,597+18.2% |
| Participant deferral / active EE | $5,249 | $3,566+47.2% | $4,729+11.0% | $4,028+30.3% |
| Admin fee / account holder | $1,171 | $5,222-77.6% | $6,410-81.7% | $5,403-78.3% |