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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 | $63,114 | $126,661-50.2% | $113,397-44.3% | $138,895-54.6% |
| Participation rate | 54.5% | 79.4%-24.9pp | 76.5%-22.0pp | 79.9%-25.4pp |
| Annual return | 16.34% | 25.05%-8.7pp | 23.20%-6.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $2,274 | $3,456-34.2% | $2,977-23.6% | $4,194-45.8% |
| Participant deferral / active EE | $4,691 | $5,693-17.6% | $5,076-7.6% | $6,396-26.7% |
| Admin fee / account holder | $3,882 | $14,549-73.3% | $11,957-67.5% | $12,562-69.1% |