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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 | $56,928 | $93,617-39.2% | $135,982-58.1% | $75,177-24.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.3pp | 67.2%-0.5pp |
| Annual return | 20.68% | 30.89%-10.2pp | 68.32%-47.6pp | 160.75%-140.1pp |
| Employer contribution / active EE | $1,910 | $3,538-46.0% | $4,859-60.7% | $2,671-28.5% |
| Participant deferral / active EE | $3,071 | $6,406-52.1% | $7,760-60.4% | $4,126-25.6% |
| Admin fee / account holder | $355 | $6,980-94.9% | $10,767-96.7% | $5,651-93.7% |