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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 | $26,504 | $76,407-65.3% | $150,298-82.4% | $82,448-67.9% |
| Participation rate | 65.8% | 66.4%-0.6pp | 77.8%-12.0pp | 68.1%-2.3pp |
| Annual return | 17.24% | 39.99%-22.8pp | 62.79%-45.5pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,424 | $2,614-7.3% | $4,154-41.6% | $2,551-5.0% |
| Participant deferral / active EE | $5,219 | $3,214+62.4% | $5,453-4.3% | $4,139+26.1% |
| Admin fee / account holder | $9,220 | $6,352+45.2% | $14,116-34.7% | $7,234+27.5% |