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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 | $78,377 | $118,488-33.9% | $98,462-20.4% | $139,487-43.8% |
| Participation rate | 58.8% | 77.5%-18.6pp | 75.2%-16.3pp | 80.3%-21.5pp |
| Annual return | 13.33% | 18.96%-5.6pp | 21.17%-7.8pp | 373.84%-360.5pp |
| Employer contribution / active EE | $3,846 | $3,611+6.5% | $3,049+26.2% | $4,755-19.1% |
| Participant deferral / active EE | $7,471 | $5,393+38.5% | $4,738+57.7% | $6,713+11.3% |
| Admin fee / account holder | $951 | $13,868-93.1% | $8,875-89.3% | $11,407-91.7% |