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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 | $67,369 | $138,312-51.3% | $122,979-45.2% | $155,188-56.6% |
| Participation rate | 61.1% | 80.2%-19.1pp | 77.2%-16.1pp | 80.8%-19.7pp |
| Annual return | 14.06% | 22.06%-8.0pp | 20.12%-6.1pp | 148.84%-134.8pp |
| Employer contribution / active EE | $2,279 | $3,530-35.5% | $3,062-25.6% | $4,248-46.4% |
| Participant deferral / active EE | $5,548 | $5,592-0.8% | $5,003+10.9% | $6,531-15.0% |
| Admin fee / account holder | $3,173 | $15,089-79.0% | $12,864-75.3% | $14,480-78.1% |