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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 | $29,264 | $67,602-56.7% | $82,312-64.4% | $70,126-58.3% |
| Participation rate | 57.7% | 72.8%-15.1pp | 76.9%-19.2pp | 69.5%-11.8pp |
| Annual return | 23.04% | 21.57%+1.5pp | 25.88%-2.8pp | 73.15%-50.1pp |
| Employer contribution / active EE | $2,781 | $1,755+58.5% | $2,428+14.5% | $2,343+18.7% |
| Participant deferral / active EE | $2,868 | $2,987-4.0% | $3,706-22.6% | $3,332-13.9% |
| Admin fee / account holder | $343 | $4,512-92.4% | $5,608-93.9% | $4,645-92.6% |