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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 | $37,863 | $76,371-50.4% | $93,621-59.6% | $72,975-48.1% |
| Participation rate | 67.5% | 71.8%-4.3pp | 75.8%-8.3pp | 69.5%-2.0pp |
| Annual return | 20.15% | 25.82%-5.7pp | 32.76%-12.6pp | 81.01%-60.9pp |
| Employer contribution / active EE | $1,208 | $2,276-46.9% | $2,719-55.6% | $2,440-50.5% |
| Participant deferral / active EE | $2,760 | $3,538-22.0% | $4,070-32.2% | $3,608-23.5% |
| Admin fee / account holder | $13,197 | $6,839+93.0% | $7,890+67.3% | $5,124+157.6% |