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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 | $84,664 | $139,948-39.5% | $121,663-30.4% | $154,746-45.3% |
| Participation rate | 63.2% | 78.0%-14.9pp | 74.5%-11.3pp | 80.7%-17.5pp |
| Annual return | 10.22% | 230.52%-220.3pp | 147.54%-137.3pp | 172.34%-162.1pp |
| Employer contribution / active EE | $2,708 | $3,521-23.1% | $3,020-10.3% | $4,379-38.2% |
| Participant deferral / active EE | $3,809 | $5,629-32.3% | $4,887-22.1% | $6,730-43.4% |
| Admin fee / account holder | $1,996 | $17,321-88.5% | $14,289-86.0% | $14,365-86.1% |