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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 | $107,733-42.7% | $92,985-33.6% | $154,746-60.1% |
| Participation rate | 68.8% | 74.6%-5.8pp | 69.5%-0.7pp | 80.7%-12.0pp |
| Annual return | 18.73% | 30.39%-11.7pp | 27.99%-9.3pp | 172.34%-153.6pp |
| Employer contribution / active EE | $2,355 | $3,126-24.7% | $2,662-11.5% | $4,379-46.2% |
| Participant deferral / active EE | $4,003 | $5,053-20.8% | $4,377-8.5% | $6,730-40.5% |
| Admin fee / account holder | $1,772 | $11,369-84.4% | $9,463-81.3% | $14,365-87.7% |