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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 | $30,094 | $65,367-54.0% | $92,915-67.6% | $72,976-58.8% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 20.05% | 42.11%-22.1pp | 109.45%-89.4pp | 81.02%-61.0pp |
| Employer contribution / active EE | $2,700 | $2,594+4.1% | $3,653-26.1% | $2,440+10.6% |
| Participant deferral / active EE | $1,584 | $3,128-49.4% | $4,238-62.6% | $3,608-56.1% |
| Admin fee / account holder | $413 | $4,251-90.3% | $5,796-92.9% | $5,124-91.9% |