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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 | $132,820-49.5% | $211,717-68.3% | $132,820-49.5% |
| Participation rate | 63.3% | 74.3%-11.0pp | 82.0%-18.8pp | 74.3%-11.0pp |
| Annual return | 16.84% | 14.82%+2.0pp | 16785.27%-16768.4pp | 14.82%+2.0pp |
| Employer contribution / active EE | $1,224 | $4,144-70.5% | $4,039-69.7% | $4,144-70.5% |
| Participant deferral / active EE | $3,174 | $3,980-20.3% | $4,523-29.8% | $3,980-20.3% |
| Admin fee / account holder | $3,765 | $11,722-67.9% | $10,047-62.5% | $11,722-67.9% |