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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 | $42,073 | $136,860-69.3% | $120,344-65.0% | $154,746-72.8% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 16.02% | 21.38%-5.4pp | 20.30%-4.3pp | 172.34%-156.3pp |
| Employer contribution / active EE | $1,829 | $3,533-48.2% | $3,020-39.5% | $4,379-58.2% |
| Participant deferral / active EE | $4,084 | $5,793-29.5% | $5,135-20.5% | $6,730-39.3% |
| Admin fee / account holder | $822 | $15,393-94.7% | $12,742-93.5% | $14,365-94.3% |