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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 | $72,890 | $126,661-42.5% | $113,397-35.7% | $138,895-47.5% |
| Participation rate | 61.1% | 79.4%-18.3pp | 76.5%-15.4pp | 79.9%-18.8pp |
| Annual return | 15.42% | 25.05%-9.6pp | 23.20%-7.8pp | 145.39%-130.0pp |
| Employer contribution / active EE | $1,574 | $3,456-54.5% | $2,977-47.1% | $4,194-62.5% |
| Participant deferral / active EE | $3,782 | $5,693-33.6% | $5,076-25.5% | $6,396-40.9% |
| Admin fee / account holder | $1,006 | $14,549-93.1% | $11,957-91.6% | $12,562-92.0% |