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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 | $38,474 | $72,269-46.8% | $101,271-62.0% | $79,852-51.8% |
| Participation rate | 68.4% | 68.5%0pp | 75.8%-7.4pp | 69.6%-1.2pp |
| Annual return | 14.51% | 22.29%-7.8pp | 46.48%-32.0pp | 31.72%-17.2pp |
| Employer contribution / active EE | $1,150 | $2,692-57.3% | $3,660-68.6% | $2,471-53.5% |
| Participant deferral / active EE | $2,879 | $3,282-12.3% | $4,371-34.1% | $3,740-23.0% |
| Admin fee / account holder | $572 | $4,401-87.0% | $5,948-90.4% | $5,306-89.2% |