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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 | $37,824 | $101,795-62.8% | $165,100-77.1% | $80,959-53.3% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-12.0pp | 67.7%-1.0pp |
| Annual return | 11.83% | 16.73%-4.9pp | 70.21%-58.4pp | 35.67%-23.8pp |
| Employer contribution / active EE | $2,322 | $2,954-21.4% | $4,348-46.6% | $2,757-15.8% |
| Participant deferral / active EE | $3,060 | $4,476-31.6% | $6,035-49.3% | $4,300-28.8% |
| Admin fee / account holder | $2,962 | $8,221-64.0% | $12,696-76.7% | $6,925-57.2% |