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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 | $45,363 | $90,538-49.9% | $88,457-48.7% | $154,746-70.7% |
| Participation rate | 68.8% | 80.9%-12.1pp | 78.6%-9.9pp | 80.7%-12.0pp |
| Annual return | 20.32% | 37.97%-17.6pp | 32.69%-12.4pp | 172.34%-152.0pp |
| Employer contribution / active EE | $3,282 | $4,914-33.2% | $4,681-29.9% | $4,379-25.0% |
| Participant deferral / active EE | $4,668 | $6,073-23.1% | $5,667-17.6% | $6,730-30.6% |
| Admin fee / account holder | $1,553 | $10,337-85.0% | $9,606-83.8% | $14,365-89.2% |