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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 | $69,914 | $126,661-44.8% | $113,397-38.3% | $138,895-49.7% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.5%-16.5pp | 79.9%-19.9pp |
| Annual return | 14.37% | 25.05%-10.7pp | 23.20%-8.8pp | 145.39%-131.0pp |
| Employer contribution / active EE | $5,169 | $3,456+49.6% | $2,977+73.6% | $4,194+23.2% |
| Participant deferral / active EE | $8,421 | $5,693+47.9% | $5,076+65.9% | $6,396+31.7% |
| Admin fee / account holder | $1,849 | $14,549-87.3% | $11,957-84.5% | $12,562-85.3% |