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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 | $34,990 | $91,179-61.6% | $178,499-80.4% | $79,852-56.2% |
| Participation rate | 68.3% | 69.2%-0.9pp | 81.9%-13.6pp | 69.6%-1.3pp |
| Annual return | 14.53% | 24.19%-9.7pp | 151.10%-136.6pp | 31.72%-17.2pp |
| Employer contribution / active EE | $2,129 | $3,256-34.6% | $5,011-57.5% | $2,471-13.8% |
| Participant deferral / active EE | $3,083 | $3,236-4.7% | $5,202-40.7% | $3,740-17.6% |
| Admin fee / account holder | $1,623 | $6,749-75.9% | $13,986-88.4% | $5,306-69.4% |