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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 | $100,970-62.1% | $96,576-60.4% | $137,256-72.1% |
| Participation rate | 64.3% | 82.6%-18.3pp | 81.4%-17.2pp | 80.0%-15.7pp |
| Annual return | 23.10% | 38.16%-15.1pp | 38.47%-15.4pp | 220.34%-197.2pp |
| Employer contribution / active EE | $1,763 | $3,809-53.7% | $3,553-50.4% | $4,156-57.6% |
| Participant deferral / active EE | $4,932 | $8,286-40.5% | $7,956-38.0% | $6,407-23.0% |
| Admin fee / account holder | $1,119 | $11,312-90.1% | $11,381-90.2% | $12,270-90.9% |