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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 | $28,348 | $172,111-83.5% | $150,298-81.1% | $137,256-79.3% |
| Participation rate | 64.7% | 81.7%-17.0pp | 77.8%-13.1pp | 80.0%-15.3pp |
| Annual return | 23.32% | 69.37%-46.1pp | 62.79%-39.5pp | 220.34%-197.0pp |
| Employer contribution / active EE | $3,009 | $4,636-35.1% | $4,154-27.6% | $4,156-27.6% |
| Participant deferral / active EE | $5,736 | $6,166-7.0% | $5,453+5.2% | $6,407-10.5% |
| Admin fee / account holder | $8,764 | $16,471-46.8% | $14,116-37.9% | $12,270-28.6% |