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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 | $26,401 | $106,524-75.2% | $152,301-82.7% | $87,485-69.8% |
| Participation rate | 64.3% | 75.8%-11.5pp | 82.4%-18.2pp | 68.9%-4.6pp |
| Annual return | 23.42% | 26.89%-3.5pp | 80.50%-57.1pp | 26.06%-2.6pp |
| Employer contribution / active EE | $2,854 | $3,371-15.3% | $4,624-38.3% | $2,596+9.9% |
| Participant deferral / active EE | $5,151 | $6,525-21.1% | $8,004-35.6% | $4,274+20.5% |
| Admin fee / account holder | $826 | $8,287-90.0% | $14,398-94.3% | $7,775-89.4% |