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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 | $62,231 | $182,442-65.9% | $163,379-61.9% | $138,895-55.2% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 24.67% | 72.74%-48.1pp | 63.41%-38.7pp | 145.39%-120.7pp |
| Employer contribution / active EE | $1,774 | $4,159-57.3% | $3,752-52.7% | $4,194-57.7% |
| Participant deferral / active EE | $7,491 | $6,817+9.9% | $6,282+19.3% | $6,396+17.1% |
| Admin fee / account holder | $2,072 | $10,396-80.1% | $9,818-78.9% | $12,562-83.5% |