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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 | $25,005 | $72,269-65.4% | $101,271-75.3% | $79,852-68.7% |
| Participation rate | 61.3% | 68.5%-7.2pp | 75.8%-14.5pp | 69.6%-8.3pp |
| Annual return | 23.13% | 22.29%+0.8pp | 46.48%-23.4pp | 31.72%-8.6pp |
| Employer contribution / active EE | $1,410 | $2,692-47.6% | $3,660-61.5% | $2,471-43.0% |
| Participant deferral / active EE | $4,645 | $3,282+41.5% | $4,371+6.3% | $3,740+24.2% |
| Admin fee / account holder | $2,335 | $4,401-46.9% | $5,948-60.7% | $5,306-56.0% |