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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 | $36,796 | $89,259-58.8% | $107,187-65.7% | $82,637-55.5% |
| Participation rate | 64.9% | 67.9%-3.1pp | 75.0%-10.2pp | 68.1%-3.2pp |
| Annual return | 17.47% | 21.02%-3.6pp | 204.55%-187.1pp | 53.51%-36.0pp |
| Employer contribution / active EE | $2,327 | $3,080-24.5% | $3,782-38.5% | $2,552-8.8% |
| Participant deferral / active EE | $4,351 | $4,037+7.8% | $5,096-14.6% | $4,126+5.5% |
| Admin fee / account holder | $939 | $7,381-87.3% | $9,162-89.7% | $7,339-87.2% |