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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 | $71,389 | $126,661-43.6% | $113,397-37.0% | $138,895-48.6% |
| Participation rate | 65.0% | 79.4%-14.4pp | 76.5%-11.5pp | 79.9%-14.9pp |
| Annual return | 21.46% | 25.05%-3.6pp | 23.20%-1.7pp | 145.39%-123.9pp |
| Employer contribution / active EE | $1,744 | $3,456-49.5% | $2,977-41.4% | $4,194-58.4% |
| Participant deferral / active EE | $6,118 | $5,693+7.5% | $5,076+20.5% | $6,396-4.4% |
| Admin fee / account holder | $7,778 | $14,549-46.5% | $11,957-34.9% | $12,562-38.1% |