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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 | $59,173 | $126,661-53.3% | $113,397-47.8% | $138,895-57.4% |
| Participation rate | 61.1% | 79.4%-18.3pp | 76.5%-15.4pp | 79.9%-18.8pp |
| Annual return | 17.82% | 25.05%-7.2pp | 23.20%-5.4pp | 145.39%-127.6pp |
| Employer contribution / active EE | $1,449 | $3,456-58.1% | $2,977-51.3% | $4,194-65.5% |
| Participant deferral / active EE | $2,930 | $5,693-48.5% | $5,076-42.3% | $6,396-54.2% |
| Admin fee / account holder | $1,313 | $14,549-91.0% | $11,957-89.0% | $12,562-89.5% |