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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 | $25,681 | $93,617-72.6% | $135,982-81.1% | $75,177-65.8% |
| Participation rate | 56.7% | 75.2%-18.5pp | 81.9%-25.3pp | 67.2%-10.5pp |
| Annual return | 30.17% | 30.89%-0.7pp | 68.32%-38.2pp | 160.75%-130.6pp |
| Employer contribution / active EE | $2,373 | $3,538-32.9% | $4,859-51.2% | $2,671-11.1% |
| Participant deferral / active EE | $5,197 | $6,406-18.9% | $7,760-33.0% | $4,126+25.9% |
| Admin fee / account holder | $334 | $6,980-95.2% | $10,767-96.9% | $5,651-94.1% |