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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 | $25,609 | $106,864-76.0% | $147,318-82.6% | $82,637-69.0% |
| Participation rate | 48.3% | 75.5%-27.2pp | 82.1%-33.8pp | 68.1%-19.8pp |
| Annual return | 23.81% | 27.49%-3.7pp | 70.43%-46.6pp | 53.51%-29.7pp |
| Employer contribution / active EE | $3,732 | $3,417+9.2% | $4,593-18.7% | $2,552+46.2% |
| Participant deferral / active EE | $6,214 | $6,496-4.3% | $7,906-21.4% | $4,126+50.6% |
| Admin fee / account holder | $5,882 | $8,415-30.1% | $13,708-57.1% | $7,339-19.9% |