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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 | $185,312-84.7% | $161,489-82.4% | $154,746-81.7% |
| Participation rate | 64.7% | 82.5%-17.8pp | 78.7%-14.0pp | 80.7%-16.0pp |
| Annual return | 23.32% | 103.84%-80.5pp | 89.72%-66.4pp | 172.34%-149.0pp |
| Employer contribution / active EE | $3,009 | $4,769-36.9% | $4,268-29.5% | $4,379-31.3% |
| Participant deferral / active EE | $5,736 | $6,350-9.7% | $5,630+1.9% | $6,730-14.8% |
| Admin fee / account holder | $8,764 | $18,654-53.0% | $16,006-45.2% | $14,365-39.0% |