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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 | $59,303 | $126,661-53.2% | $113,397-47.7% | $138,895-57.3% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 16.26% | 25.05%-8.8pp | 23.20%-6.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $2,159 | $3,456-37.5% | $2,977-27.5% | $4,194-48.5% |
| Participant deferral / active EE | $3,196 | $5,693-43.9% | $5,076-37.0% | $6,396-50.0% |
| Admin fee / account holder | $4,189 | $14,549-71.2% | $11,957-65.0% | $12,562-66.7% |