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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 | $32,424 | $101,618-68.1% | $93,063-65.2% | $137,256-76.4% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 23.70% | 223.95%-200.3pp | 34.15%-10.5pp | 220.34%-196.6pp |
| Employer contribution / active EE | $1,259 | $2,707-53.5% | $2,476-49.2% | $4,156-69.7% |
| Participant deferral / active EE | $4,743 | $4,279+10.8% | $3,958+19.8% | $6,407-26.0% |
| Admin fee / account holder | $1,499 | $6,198-75.8% | $6,033-75.2% | $12,270-87.8% |