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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 | $37,258 | $111,814-66.7% | $103,378-64.0% | $145,978-74.5% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.1pp |
| Annual return | 11.59% | 24.80%-13.2pp | 24.91%-13.3pp | 550.52%-538.9pp |
| Employer contribution / active EE | $1,416 | $4,215-66.4% | $3,870-63.4% | $4,662-69.6% |
| Participant deferral / active EE | $7,765 | $5,618+38.2% | $5,058+53.5% | $6,690+16.1% |
| Admin fee / account holder | $592 | $9,764-93.9% | $8,401-92.9% | $13,400-95.6% |