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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 | $78,690-66.3% | $161,489-83.6% | $87,485-69.7% |
| Participation rate | 65.8% | 67.5%-1.7pp | 78.7%-12.9pp | 68.9%-3.1pp |
| Annual return | 17.24% | 32.74%-15.5pp | 89.72%-72.5pp | 26.06%-8.8pp |
| Employer contribution / active EE | $2,424 | $2,588-6.3% | $4,268-43.2% | $2,596-6.6% |
| Participant deferral / active EE | $5,219 | $3,311+57.6% | $5,630-7.3% | $4,274+22.1% |
| Admin fee / account holder | $9,220 | $6,724+37.1% | $16,006-42.4% | $7,775+18.6% |