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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 | $57,493 | $135,905-57.7% | $126,068-54.4% | $198,609-71.1% |
| Participation rate | 66.7% | 85.6%-19.0pp | 84.7%-18.0pp | 82.4%-15.7pp |
| Annual return | 14.19% | 14.07%+0.1pp | 15.01%-0.8pp | 202.70%-188.5pp |
| Employer contribution / active EE | $1,885 | $4,245-55.6% | $3,968-52.5% | $5,055-62.7% |
| Participant deferral / active EE | $11,626 | $8,523+36.4% | $8,214+41.5% | $6,977+66.6% |
| Admin fee / account holder | $14,660 | $21,036-30.3% | $18,264-19.7% | $19,030-23.0% |