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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 | $77,526 | $124,980-38.0% | $108,359-28.5% | $154,746-49.9% |
| Participation rate | 57.1% | 75.2%-18.0pp | 70.1%-13.0pp | 80.7%-23.6pp |
| Annual return | 33.70% | 45.00%-11.3pp | 36.89%-3.2pp | 172.34%-138.6pp |
| Employer contribution / active EE | $2,239 | $2,851-21.5% | $2,399-6.7% | $4,379-48.9% |
| Participant deferral / active EE | $4,636 | $4,743-2.3% | $4,137+12.1% | $6,730-31.1% |
| Admin fee / account holder | $308 | $11,502-97.3% | $9,741-96.8% | $14,365-97.9% |