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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 | $75,541-63.6% | $152,093-81.9% | $82,637-66.7% |
| Participation rate | 66.3% | 66.5%-0.3pp | 77.8%-11.5pp | 68.1%-1.8pp |
| Annual return | 20.09% | 32.56%-12.5pp | 66.36%-46.3pp | 53.51%-33.4pp |
| Employer contribution / active EE | $2,360 | $2,622-10.0% | $4,175-43.5% | $2,552-7.5% |
| Participant deferral / active EE | $4,850 | $3,206+51.3% | $5,451-11.0% | $4,126+17.6% |
| Admin fee / account holder | $902 | $6,405-85.9% | $14,497-93.8% | $7,339-87.7% |