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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 | $24,875 | $64,359-61.3% | $90,161-72.4% | $70,126-64.5% |
| Participation rate | 66.7% | 70.4%-3.8pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 23.37% | 28.13%-4.8pp | 34.89%-11.5pp | 73.15%-49.8pp |
| Employer contribution / active EE | $2,264 | $2,046+10.7% | $3,318-31.8% | $2,343-3.4% |
| Participant deferral / active EE | $3,940 | $4,389-10.2% | $5,287-25.5% | $3,332+18.3% |
| Admin fee / account holder | $1,434 | $3,945-63.7% | $5,943-75.9% | $4,645-69.1% |