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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 | $40,156 | $182,442-78.0% | $163,379-75.4% | $138,895-71.1% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.8%-16.8pp | 79.9%-19.9pp |
| Annual return | 21.65% | 72.74%-51.1pp | 63.41%-41.8pp | 145.39%-123.7pp |
| Employer contribution / active EE | $2,491 | $4,159-40.1% | $3,752-33.6% | $4,194-40.6% |
| Participant deferral / active EE | $3,721 | $6,817-45.4% | $6,282-40.8% | $6,396-41.8% |
| Admin fee / account holder | $829 | $10,396-92.0% | $9,818-91.6% | $12,562-93.4% |