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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 | $44,386 | $123,000-63.9% | $105,582-58.0% | $198,609-77.7% |
| Participation rate | 68.8% | 76.8%-8.0pp | 71.8%-3.0pp | 82.4%-13.6pp |
| Annual return | 16.62% | 18.31%-1.7pp | 18.61%-2.0pp | 202.70%-186.1pp |
| Employer contribution / active EE | $2,116 | $3,582-40.9% | $2,984-29.1% | $5,055-58.1% |
| Participant deferral / active EE | $6,114 | $5,013+22.0% | $4,353+40.4% | $6,977-12.4% |
| Admin fee / account holder | $1,160 | $16,254-92.9% | $12,856-91.0% | $19,030-93.9% |