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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 | $26,106 | $111,814-76.7% | $103,378-74.7% | $145,978-82.1% |
| Participation rate | 61.1% | 77.9%-16.8pp | 74.5%-13.4pp | 80.3%-19.2pp |
| Annual return | 14.06% | 24.80%-10.7pp | 24.91%-10.8pp | 550.52%-536.5pp |
| Employer contribution / active EE | $2,402 | $4,215-43.0% | $3,870-37.9% | $4,662-48.5% |
| Participant deferral / active EE | $5,034 | $5,618-10.4% | $5,058-0.5% | $6,690-24.8% |
| Admin fee / account holder | $1,571 | $9,764-83.9% | $8,401-81.3% | $13,400-88.3% |