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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 | $55,105 | $79,955-31.1% | $98,450-44.0% | $75,181-26.7% |
| Participation rate | 65.0% | 70.4%-5.4pp | 75.2%-10.2pp | 67.2%-2.2pp |
| Annual return | 19.38% | 19.75%-0.4pp | 21.16%-1.8pp | 160.69%-141.3pp |
| Employer contribution / active EE | $1,100 | $2,264-51.4% | $3,049-63.9% | $2,671-58.8% |
| Participant deferral / active EE | $3,726 | $3,752-0.7% | $4,739-21.4% | $4,126-9.7% |
| Admin fee / account holder | $1,659 | $6,841-75.7% | $8,961-81.5% | $5,650-70.6% |