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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 | $27,041 | $106,749-74.7% | $145,433-81.4% | $82,448-67.2% |
| Participation rate | 60.0% | 75.6%-15.6pp | 82.1%-22.1pp | 68.1%-8.1pp |
| Annual return | 21.13% | 27.59%-6.5pp | 66.58%-45.4pp | 41.64%-20.5pp |
| Employer contribution / active EE | $3,173 | $3,444-7.9% | $4,554-30.3% | $2,551+24.4% |
| Participant deferral / active EE | $8,131 | $6,519+24.7% | $7,897+3.0% | $4,139+96.4% |
| Admin fee / account holder | $7,214 | $8,390-14.0% | $13,129-45.1% | $7,234-0.3% |