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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 | $40,613 | $91,179-55.5% | $178,499-77.2% | $79,852-49.1% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 14.50% | 24.19%-9.7pp | 151.10%-136.6pp | 31.72%-17.2pp |
| Employer contribution / active EE | $2,076 | $3,256-36.2% | $5,011-58.6% | $2,471-16.0% |
| Participant deferral / active EE | $4,130 | $3,236+27.6% | $5,202-20.6% | $3,740+10.4% |
| Admin fee / account holder | $509 | $6,749-92.5% | $13,986-96.4% | $5,306-90.4% |