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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 | $69,651 | $139,948-50.2% | $121,663-42.8% | $154,746-55.0% |
| Participation rate | 64.7% | 78.0%-13.3pp | 74.5%-9.8pp | 80.7%-16.0pp |
| Annual return | 13.16% | 230.52%-217.4pp | 147.54%-134.4pp | 172.34%-159.2pp |
| Employer contribution / active EE | $1,504 | $3,521-57.3% | $3,020-50.2% | $4,379-65.7% |
| Participant deferral / active EE | $2,235 | $5,629-60.3% | $4,887-54.3% | $6,730-66.8% |
| Admin fee / account holder | $1,633 | $17,321-90.6% | $14,289-88.6% | $14,365-88.6% |