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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 | $25,844 | $112,729-77.1% | $98,716-73.8% | $137,256-81.2% |
| Participation rate | 52.4% | 74.2%-21.8pp | 69.3%-16.9pp | 80.0%-27.6pp |
| Annual return | 23.65% | 38.48%-14.8pp | 31.81%-8.2pp | 220.34%-196.7pp |
| Employer contribution / active EE | $1,496 | $2,725-45.1% | $2,279-34.4% | $4,156-64.0% |
| Participant deferral / active EE | $5,831 | $4,640+25.7% | $4,048+44.1% | $6,407-9.0% |
| Admin fee / account holder | $10,054 | $10,129-0.7% | $8,703+15.5% | $12,270-18.1% |