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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 | $40,688 | $153,769-73.5% | $133,975-69.6% | $273,972-85.1% |
| Participation rate | 63.6% | 88.4%-24.7pp | 87.1%-23.4pp | 83.0%-19.4pp |
| Annual return | 6.27% | 36.51%-30.2pp | 29.29%-23.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $3,090 | $6,029-48.7% | $5,211-40.7% | $4,869-36.5% |
| Participant deferral / active EE | $3,692 | $6,958-46.9% | $6,282-41.2% | $5,287-30.2% |
| Admin fee / account holder | $6,761 | $11,765-42.5% | $9,324-27.5% | $10,133-33.3% |