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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 | $106,588-74.3% | $94,215-70.9% | $155,188-82.3% |
| Participation rate | 66.7% | 74.3%-7.6pp | 70.0%-3.3pp | 80.8%-14.1pp |
| Annual return | 18.97% | 29.39%-10.4pp | 28.22%-9.2pp | 148.84%-129.9pp |
| Employer contribution / active EE | $1,454 | $3,080-52.8% | $2,675-45.6% | $4,248-65.8% |
| Participant deferral / active EE | $4,907 | $4,802+2.2% | $4,276+14.8% | $6,531-24.9% |
| Admin fee / account holder | $1,196 | $12,281-90.3% | $10,216-88.3% | $14,480-91.7% |