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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 | $45,130 | $96,562-53.3% | $80,976-44.3% | $273,968-83.5% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 9.65% | 15.14%-5.5pp | 17.10%-7.4pp | 41.45%-31.8pp |
| Employer contribution / active EE | $2,825 | $4,868-42.0% | $3,714-23.9% | $4,869-42.0% |
| Participant deferral / active EE | $4,453 | $6,597-32.5% | $5,696-21.8% | $5,287-15.8% |
| Admin fee / account holder | $601 | $7,493-92.0% | $5,516-89.1% | $10,132-94.1% |