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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 | $38,232 | $107,666-64.5% | $102,184-62.6% | $154,746-75.3% |
| Participation rate | 64.3% | 83.7%-19.4pp | 82.6%-18.3pp | 80.7%-16.4pp |
| Annual return | 23.10% | 29.33%-6.2pp | 31.58%-8.5pp | 172.34%-149.2pp |
| Employer contribution / active EE | $1,763 | $3,846-54.2% | $3,594-50.9% | $4,379-59.7% |
| Participant deferral / active EE | $4,932 | $8,719-43.4% | $8,309-40.6% | $6,730-26.7% |
| Admin fee / account holder | $1,119 | $12,943-91.4% | $11,609-90.4% | $14,365-92.2% |