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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 | $29,993 | $124,980-76.0% | $108,359-72.3% | $154,746-80.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 19.58% | 45.00%-25.4pp | 36.89%-17.3pp | 172.34%-152.8pp |
| Employer contribution / active EE | $2,338 | $2,851-18.0% | $2,399-2.5% | $4,379-46.6% |
| Participant deferral / active EE | $3,457 | $4,743-27.1% | $4,137-16.4% | $6,730-48.6% |
| Admin fee / account holder | $340 | $11,502-97.0% | $9,741-96.5% | $14,365-97.6% |