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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 | $27,456 | $54,757-49.9% | $90,300-69.6% | $72,983-62.4% |
| Participation rate | 63.6% | 65.1%-1.5pp | 73.3%-9.6pp | 69.5%-5.9pp |
| Annual return | 22.61% | 30.63%-8.0pp | 78.11%-55.5pp | 81.01%-58.4pp |
| Employer contribution / active EE | $1,743 | $2,092-16.7% | $2,854-38.9% | $2,440-28.6% |
| Participant deferral / active EE | $4,274 | $2,887+48.0% | $3,884+10.0% | $3,608+18.5% |
| Admin fee / account holder | $1,478 | $3,972-62.8% | $5,353-72.4% | $5,124-71.2% |