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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 | $26,109 | $101,618-74.3% | $93,063-71.9% | $137,256-81.0% |
| Participation rate | 64.3% | 74.9%-10.6pp | 72.1%-7.8pp | 80.0%-15.7pp |
| Annual return | 31.02% | 223.95%-192.9pp | 34.15%-3.1pp | 220.34%-189.3pp |
| Employer contribution / active EE | $1,699 | $2,707-37.2% | $2,476-31.4% | $4,156-59.1% |
| Participant deferral / active EE | $4,952 | $4,279+15.7% | $3,958+25.1% | $6,407-22.7% |
| Admin fee / account holder | $758 | $6,198-87.8% | $6,033-87.4% | $12,270-93.8% |