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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 | $69,527 | $100,970-31.1% | $96,576-28.0% | $137,256-49.3% |
| Participation rate | 60.0% | 82.6%-22.6pp | 81.4%-21.4pp | 80.0%-20.0pp |
| Annual return | 15.98% | 38.16%-22.2pp | 38.47%-22.5pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,198 | $3,809-42.3% | $3,553-38.1% | $4,156-47.1% |
| Participant deferral / active EE | $7,855 | $8,286-5.2% | $7,956-1.3% | $6,407+22.6% |
| Admin fee / account holder | $437 | $11,312-96.1% | $11,381-96.2% | $12,270-96.4% |