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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 | $73,164 | $213,785-65.8% | $185,441-60.5% | $155,188-52.9% |
| Participation rate | 68.8% | 83.2%-14.5pp | 80.3%-11.5pp | 80.8%-12.1pp |
| Annual return | 10.42% | 19.97%-9.5pp | 20.16%-9.7pp | 148.84%-138.4pp |
| Employer contribution / active EE | $1,815 | $5,393-66.3% | $4,672-61.2% | $4,248-57.3% |
| Participant deferral / active EE | $5,836 | $6,864-15.0% | $6,152-5.1% | $6,531-10.6% |
| Admin fee / account holder | $39,146 | $21,134+85.2% | $17,890+118.8% | $14,480+170.3% |