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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 | $26,198 | $51,222-48.9% | $70,544-62.9% | $75,173-65.1% |
| Participation rate | 60.7% | 61.0%-0.3pp | 68.4%-7.6pp | 67.2%-6.5pp |
| Annual return | 21.42% | 30.06%-8.6pp | 32.79%-11.4pp | 160.72%-139.3pp |
| Employer contribution / active EE | $2,817 | $1,827+54.2% | $2,976-5.3% | $2,671+5.4% |
| Participant deferral / active EE | $5,059 | $2,850+77.5% | $4,568+10.7% | $4,126+22.6% |
| Admin fee / account holder | $2,952 | $4,096-27.9% | $6,427-54.1% | $5,651-47.8% |