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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 | $61,756 | $87,166-29.2% | $76,735-19.5% | $137,256-55.0% |
| Participation rate | 68.8% | 74.4%-5.6pp | 69.5%-0.7pp | 80.0%-11.2pp |
| Annual return | 18.73% | 26.50%-7.8pp | 29.77%-11.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,355 | $2,904-18.9% | $2,454-4.1% | $4,156-43.3% |
| Participant deferral / active EE | $4,003 | $4,726-15.3% | $4,088-2.1% | $6,407-37.5% |
| Admin fee / account holder | $1,772 | $8,403-78.9% | $7,189-75.4% | $12,270-85.6% |