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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 | $45,362 | $124,425-63.5% | $112,040-59.5% | $137,256-67.0% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 21.81% | 24.72%-2.9pp | 24.52%-2.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $3,017 | $3,411-11.6% | $2,954+2.1% | $4,156-27.4% |
| Participant deferral / active EE | $4,278 | $5,718-25.2% | $5,098-16.1% | $6,407-33.2% |
| Admin fee / account holder | $1,197 | $15,207-92.1% | $12,098-90.1% | $12,270-90.2% |