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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 | $23,984 | $124,425-80.7% | $112,040-78.6% | $137,256-82.5% |
| Participation rate | 68.4% | 79.3%-10.9pp | 76.5%-8.1pp | 80.0%-11.5pp |
| Annual return | 24.21% | 24.72%-0.5pp | 24.52%-0.3pp | 220.34%-196.1pp |
| Employer contribution / active EE | $2,585 | $3,411-24.2% | $2,954-12.5% | $4,156-37.8% |
| Participant deferral / active EE | $4,629 | $5,718-19.0% | $5,098-9.2% | $6,407-27.7% |
| Admin fee / account holder | $819 | $15,207-94.6% | $12,098-93.2% | $12,270-93.3% |