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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 | $32,055 | $112,729-71.6% | $98,716-67.5% | $137,256-76.6% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 22.24% | 38.48%-16.2pp | 31.81%-9.6pp | 220.34%-198.1pp |
| Employer contribution / active EE | $2,801 | $2,725+2.8% | $2,279+22.9% | $4,156-32.6% |
| Participant deferral / active EE | $7,190 | $4,640+55.0% | $4,048+77.6% | $6,407+12.2% |
| Admin fee / account holder | $2,849 | $10,129-71.9% | $8,703-67.3% | $12,270-76.8% |