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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 | $27,416 | $107,733-74.6% | $92,985-70.5% | $154,746-82.3% |
| Participation rate | 66.7% | 74.6%-7.9pp | 69.5%-2.8pp | 80.7%-14.0pp |
| Annual return | 18.97% | 30.39%-11.4pp | 27.99%-9.0pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,454 | $3,126-53.5% | $2,662-45.4% | $4,379-66.8% |
| Participant deferral / active EE | $4,907 | $5,053-2.9% | $4,377+12.1% | $6,730-27.1% |
| Admin fee / account holder | $1,196 | $11,369-89.5% | $9,463-87.4% | $14,365-91.7% |