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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 | $106,749-75.3% | $145,433-81.8% | $82,448-68.0% |
| Participation rate | 64.3% | 75.6%-11.4pp | 82.1%-17.8pp | 68.1%-3.8pp |
| Annual return | 23.42% | 27.59%-4.2pp | 66.58%-43.2pp | 41.64%-18.2pp |
| Employer contribution / active EE | $2,854 | $3,444-17.1% | $4,554-37.3% | $2,551+11.9% |
| Participant deferral / active EE | $5,151 | $6,519-21.0% | $7,897-34.8% | $4,139+24.4% |
| Admin fee / account holder | $826 | $8,390-90.1% | $13,129-93.7% | $7,234-88.6% |