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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 | $36,375 | $83,485-56.4% | $125,192-70.9% | $72,975-50.2% |
| Participation rate | 64.9% | 73.3%-8.4pp | 79.8%-14.9pp | 69.5%-4.6pp |
| Annual return | 24.03% | 25.77%-1.7pp | 43.79%-19.8pp | 81.01%-57.0pp |
| Employer contribution / active EE | $2,148 | $2,346-8.4% | $3,866-44.4% | $2,440-12.0% |
| Participant deferral / active EE | $3,159 | $3,586-11.9% | $4,937-36.0% | $3,608-12.4% |
| Admin fee / account holder | $1,113 | $5,518-79.8% | $9,704-88.5% | $5,124-78.3% |