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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 | $24,223 | $81,331-70.2% | $155,534-84.4% | $80,935-70.1% |
| Participation rate | 62.5% | 66.3%-3.8pp | 78.2%-15.7pp | 67.7%-5.2pp |
| Annual return | 22.92% | 33.37%-10.4pp | 64.92%-42.0pp | 35.66%-12.7pp |
| Employer contribution / active EE | $2,418 | $3,105-22.1% | $4,675-48.3% | $2,757-12.3% |
| Participant deferral / active EE | $6,275 | $3,454+81.7% | $5,630+11.5% | $4,299+46.0% |
| Admin fee / account holder | $1,235 | $7,999-84.6% | $15,900-92.2% | $6,924-82.2% |