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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 | $67,080 | $122,131-45.1% | $189,821-64.7% | $122,131-45.1% |
| Participation rate | 63.3% | 75.1%-11.8pp | 86.3%-23.1pp | 75.1%-11.8pp |
| Annual return | 16.84% | 16.17%+0.7pp | 10415.09%-10398.3pp | 16.17%+0.7pp |
| Employer contribution / active EE | $1,224 | $3,608-66.1% | $4,181-70.7% | $3,608-66.1% |
| Participant deferral / active EE | $3,174 | $3,892-18.5% | $4,116-22.9% | $3,892-18.5% |
| Admin fee / account holder | $3,765 | $11,586-67.5% | $8,718-56.8% | $11,586-67.5% |