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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 | $57,848 | $99,994-42.1% | $146,643-60.6% | $85,847-32.6% |
| Participation rate | 69.0% | 73.1%-4.1pp | 80.1%-11.1pp | 69.3%-0.4pp |
| Annual return | 15.22% | 18.93%-3.7pp | 22.75%-7.5pp | 318.61%-303.4pp |
| Employer contribution / active EE | $2,175 | $2,559-15.0% | $4,137-47.4% | $2,565-15.2% |
| Participant deferral / active EE | $4,050 | $4,006+1.1% | $5,506-26.4% | $3,952+2.5% |
| Admin fee / account holder | $2,055 | $7,703-73.3% | $10,280-80.0% | $6,261-67.2% |