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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 | $67,101 | $124,980-46.3% | $108,359-38.1% | $154,746-56.6% |
| Participation rate | 41.7% | 75.2%-33.5pp | 70.1%-28.5pp | 80.7%-39.0pp |
| Annual return | 28.53% | 45.00%-16.5pp | 36.89%-8.4pp | 172.34%-143.8pp |
| Employer contribution / active EE | $1,355 | $2,851-52.5% | $2,399-43.5% | $4,379-69.1% |
| Participant deferral / active EE | $6,053 | $4,743+27.6% | $4,137+46.3% | $6,730-10.1% |
| Admin fee / account holder | $4,363 | $11,502-62.1% | $9,741-55.2% | $14,365-69.6% |