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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 | $59,498 | $136,860-56.5% | $120,344-50.6% | $154,746-61.6% |
| Participation rate | 68.8% | 79.9%-11.1pp | 76.7%-8.0pp | 80.7%-12.0pp |
| Annual return | 15.28% | 21.38%-6.1pp | 20.30%-5.0pp | 172.34%-157.1pp |
| Employer contribution / active EE | $2,317 | $3,533-34.4% | $3,020-23.3% | $4,379-47.1% |
| Participant deferral / active EE | $7,941 | $5,793+37.1% | $5,135+54.7% | $6,730+18.0% |
| Admin fee / account holder | $19,561 | $15,393+27.1% | $12,742+53.5% | $14,365+36.2% |