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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 | $27,396 | $97,125-71.8% | $86,233-68.2% | $137,256-80.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 19.96% | 74.19%-54.2pp | 61.39%-41.4pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,537 | $2,841-10.7% | $2,504+1.3% | $4,156-38.9% |
| Participant deferral / active EE | $3,442 | $5,180-33.5% | $4,559-24.5% | $6,407-46.3% |
| Admin fee / account holder | $1,228 | $9,725-87.4% | $8,342-85.3% | $12,270-90.0% |