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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 | $26,462 | $81,331-67.5% | $155,534-83.0% | $80,935-67.3% |
| Participation rate | 60.0% | 66.3%-6.3pp | 78.2%-18.2pp | 67.7%-7.7pp |
| Annual return | 18.71% | 33.37%-14.7pp | 64.92%-46.2pp | 35.66%-17.0pp |
| Employer contribution / active EE | $2,234 | $3,105-28.0% | $4,675-52.2% | $2,757-19.0% |
| Participant deferral / active EE | $3,712 | $3,454+7.5% | $5,630-34.1% | $4,299-13.7% |
| Admin fee / account holder | $2,875 | $7,999-64.1% | $15,900-81.9% | $6,924-58.5% |