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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 | $32,204 | $126,661-74.6% | $113,397-71.6% | $138,895-76.8% |
| Participation rate | 64.3% | 79.4%-15.2pp | 76.5%-12.2pp | 79.9%-15.6pp |
| Annual return | 21.33% | 25.05%-3.7pp | 23.20%-1.9pp | 145.39%-124.1pp |
| Employer contribution / active EE | $2,040 | $3,456-41.0% | $2,977-31.5% | $4,194-51.4% |
| Participant deferral / active EE | $4,183 | $5,693-26.5% | $5,076-17.6% | $6,396-34.6% |
| Admin fee / account holder | $707 | $14,549-95.1% | $11,957-94.1% | $12,562-94.4% |