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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 | $38,878 | $184,014-78.9% | $161,149-75.9% | $138,895-72.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 17.55% | 21.52%-4.0pp | 21.16%-3.6pp | 145.39%-127.8pp |
| Employer contribution / active EE | $2,254 | $5,055-55.4% | $4,360-48.3% | $4,194-46.3% |
| Participant deferral / active EE | $4,159 | $6,909-39.8% | $6,153-32.4% | $6,396-35.0% |
| Admin fee / account holder | $1,250 | $18,027-93.1% | $15,194-91.8% | $12,562-90.1% |