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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 | $27,507 | $77,814-64.6% | $158,223-82.6% | $86,983-68.4% |
| Participation rate | 66.3% | 68.4%-2.2pp | 79.2%-12.9pp | 69.5%-3.3pp |
| Annual return | 20.09% | 30.54%-10.5pp | 52.09%-32.0pp | 25.83%-5.7pp |
| Employer contribution / active EE | $2,360 | $2,592-9.0% | $4,109-42.6% | $2,584-8.7% |
| Participant deferral / active EE | $4,850 | $3,270+48.4% | $5,467-11.3% | $4,194+15.7% |
| Admin fee / account holder | $902 | $5,879-84.7% | $16,047-94.4% | $7,856-88.5% |