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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 | $87,166-49.1% | $76,735-42.2% | $137,256-67.7% |
| Participation rate | 68.8% | 74.4%-5.6pp | 69.5%-0.7pp | 80.0%-11.2pp |
| Annual return | 16.62% | 26.50%-9.9pp | 29.77%-13.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,116 | $2,904-27.1% | $2,454-13.8% | $4,156-49.1% |
| Participant deferral / active EE | $6,114 | $4,726+29.4% | $4,088+49.6% | $6,407-4.6% |
| Admin fee / account holder | $1,160 | $8,403-86.2% | $7,189-83.9% | $12,270-90.5% |