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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 | $82,314 | $124,980-34.1% | $108,359-24.0% | $154,746-46.8% |
| Participation rate | 65.2% | 75.2%-10.0pp | 70.1%-4.9pp | 80.7%-15.5pp |
| Annual return | 15.58% | 45.00%-29.4pp | 36.89%-21.3pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,611 | $2,851-43.5% | $2,399-32.9% | $4,379-63.2% |
| Participant deferral / active EE | $3,112 | $4,743-34.4% | $4,137-24.8% | $6,730-53.8% |
| Admin fee / account holder | $1,943 | $11,502-83.1% | $9,741-80.1% | $14,365-86.5% |