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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 | $25,921 | $55,889-53.6% | $76,119-65.9% | $80,935-68.0% |
| Participation rate | 61.8% | 62.1%-0.3pp | 69.1%-7.3pp | 67.7%-5.9pp |
| Annual return | 12.37% | 20.58%-8.2pp | 361.25%-348.9pp | 35.66%-23.3pp |
| Employer contribution / active EE | $2,104 | $1,866+12.8% | $2,693-21.8% | $2,757-23.7% |
| Participant deferral / active EE | $3,216 | $3,051+5.4% | $4,259-24.5% | $4,299-25.2% |
| Admin fee / account holder | $2,426 | $5,241-53.7% | $6,421-62.2% | $6,924-65.0% |