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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 | $57,102 | $93,598-39.0% | $135,974-58.0% | $75,173-24.0% |
| Participation rate | 69.9% | 75.2%-5.3pp | 81.9%-12.1pp | 67.2%+2.7pp |
| Annual return | 17.11% | 30.89%-13.8pp | 68.30%-51.2pp | 160.72%-143.6pp |
| Employer contribution / active EE | $3,672 | $3,538+3.8% | $4,859-24.4% | $2,671+37.5% |
| Participant deferral / active EE | $9,534 | $6,405+48.8% | $7,760+22.9% | $4,126+131.1% |
| Admin fee / account holder | $4,573 | $6,978-34.5% | $10,767-57.5% | $5,651-19.1% |