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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 | $25,148 | $73,978-66.0% | $96,515-73.9% | $75,173-66.5% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 14.68% | 26.72%-12.0pp | 35.73%-21.1pp | 160.72%-146.0pp |
| Employer contribution / active EE | $1,249 | $2,931-57.4% | $3,740-66.6% | $2,671-53.2% |
| Participant deferral / active EE | $2,492 | $3,660-31.9% | $4,880-48.9% | $4,126-39.6% |
| Admin fee / account holder | $3,302 | $5,219-36.7% | $6,735-51.0% | $5,651-41.6% |