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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 | $24,054 | $45,266-46.9% | $103,693-76.8% | $65,306-63.2% |
| Participation rate | 52.9% | 53.3%-0.4pp | 72.6%-19.8pp | 57.7%-4.8pp |
| Annual return | 20.19% | 25.10%-4.9pp | 47.61%-27.4pp | 21.94%-1.7pp |
| Employer contribution / active EE | $4,907 | $1,765+178.0% | $2,920+68.0% | $1,967+149.4% |
| Participant deferral / active EE | $2,660 | $2,099+26.7% | $4,579-41.9% | $2,959-10.1% |
| Admin fee / account holder | $2,359 | $3,221-26.8% | $7,858-70.0% | $3,480-32.2% |