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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 | $70,714 | $126,661-44.2% | $113,397-37.6% | $138,895-49.1% |
| Participation rate | 44.4% | 79.4%-35.0pp | 76.5%-32.1pp | 79.9%-35.5pp |
| Annual return | 18.02% | 25.05%-7.0pp | 23.20%-5.2pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,760 | $3,456-49.1% | $2,977-40.9% | $4,194-58.0% |
| Participant deferral / active EE | $2,838 | $5,693-50.1% | $5,076-44.1% | $6,396-55.6% |
| Admin fee / account holder | $1,373 | $14,549-90.6% | $11,957-88.5% | $12,562-89.1% |