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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 | $107,733-58.8% | $92,985-52.3% | $154,746-71.3% |
| Participation rate | 68.8% | 74.6%-5.8pp | 69.5%-0.7pp | 80.7%-12.0pp |
| Annual return | 16.62% | 30.39%-13.8pp | 27.99%-11.4pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,116 | $3,126-32.3% | $2,662-20.5% | $4,379-51.7% |
| Participant deferral / active EE | $6,114 | $5,053+21.0% | $4,377+39.7% | $6,730-9.2% |
| Admin fee / account holder | $1,160 | $11,369-89.8% | $9,463-87.7% | $14,365-91.9% |