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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 | $24,316 | $76,407-68.2% | $150,298-83.8% | $82,448-70.5% |
| Participation rate | 66.7% | 66.4%+0.3pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 16.98% | 39.99%-23.0pp | 62.79%-45.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,605 | $2,614-0.3% | $4,154-37.3% | $2,551+2.1% |
| Participant deferral / active EE | $3,066 | $3,214-4.6% | $5,453-43.8% | $4,139-25.9% |
| Admin fee / account holder | $1,616 | $6,352-74.6% | $14,116-88.6% | $7,234-77.7% |