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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 | $50,183 | $167,415-70.0% | $140,514-64.3% | $198,609-74.7% |
| Participation rate | 69.6% | 80.9%-11.3pp | 77.8%-8.2pp | 82.4%-12.8pp |
| Annual return | 15.82% | 13.85%+2.0pp | 14.36%+1.5pp | 202.70%-186.9pp |
| Employer contribution / active EE | $2,548 | $4,088-37.7% | $3,378-24.6% | $5,055-49.6% |
| Participant deferral / active EE | $4,457 | $5,579-20.1% | $4,919-9.4% | $6,977-36.1% |
| Admin fee / account holder | $1,285 | $16,730-92.3% | $13,697-90.6% | $19,030-93.2% |