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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 | $81,262-70.2% | $155,602-84.4% | $80,911-70.1% |
| Participation rate | 62.5% | 66.2%-3.7pp | 78.2%-15.7pp | 67.6%-5.1pp |
| Annual return | 22.92% | 33.34%-10.4pp | 64.81%-41.9pp | 35.63%-12.7pp |
| Employer contribution / active EE | $2,418 | $3,102-22.0% | $4,675-48.3% | $2,756-12.3% |
| Participant deferral / active EE | $6,275 | $3,451+81.8% | $5,629+11.5% | $4,297+46.0% |
| Admin fee / account holder | $1,235 | $7,992-84.5% | $15,923-92.2% | $6,935-82.2% |