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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 | $24,955 | $81,487-69.4% | $102,412-75.6% | $80,935-69.2% |
| Participation rate | 29.2% | 66.8%-37.7pp | 74.5%-45.3pp | 67.7%-38.5pp |
| Annual return | 10.67% | 25.60%-14.9pp | 24.94%-14.3pp | 35.66%-25.0pp |
| Employer contribution / active EE | $5,397 | $3,103+73.9% | $3,870+39.5% | $2,757+95.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,834 | $6,717-28.0% | $8,388-42.4% | $6,924-30.2% |