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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 | $24,991 | $106,864-76.6% | $147,318-83.0% | $82,637-69.8% |
| Participation rate | 64.2% | 75.5%-11.3pp | 82.1%-17.9pp | 68.1%-3.9pp |
| Annual return | 23.64% | 27.49%-3.8pp | 70.43%-46.8pp | 53.51%-29.9pp |
| Employer contribution / active EE | $2,308 | $3,417-32.4% | $4,593-49.7% | $2,552-9.6% |
| Participant deferral / active EE | $4,762 | $6,496-26.7% | $7,906-39.8% | $4,126+15.4% |
| Admin fee / account holder | $6,913 | $8,415-17.9% | $13,708-49.6% | $7,339-5.8% |