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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 | $63,313 | $181,062-65.0% | $158,223-60.0% | $155,188-59.2% |
| Participation rate | 44.4% | 82.7%-38.2pp | 79.2%-34.8pp | 80.8%-36.4pp |
| Annual return | 17.16% | 57.39%-40.2pp | 52.09%-34.9pp | 148.84%-131.7pp |
| Employer contribution / active EE | $1,789 | $4,565-60.8% | $4,109-56.5% | $4,248-57.9% |
| Participant deferral / active EE | $3,717 | $6,134-39.4% | $5,467-32.0% | $6,531-43.1% |
| Admin fee / account holder | $1,314 | $18,825-93.0% | $16,047-91.8% | $14,480-90.9% |