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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 | $24,713 | $111,814-77.9% | $103,374-76.1% | $145,959-83.1% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 15.73% | 24.77%-9.0pp | 24.89%-9.2pp | 561.95%-546.2pp |
| Employer contribution / active EE | $1,862 | $4,214-55.8% | $3,869-51.9% | $4,661-60.0% |
| Participant deferral / active EE | $5,125 | $5,618-8.8% | $5,058+1.3% | $6,689-23.4% |
| Admin fee / account holder | $4,105 | $9,754-57.9% | $8,394-51.1% | $13,398-69.4% |