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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 | $75,544 | $136,860-44.8% | $120,344-37.2% | $154,746-51.2% |
| Participation rate | 41.7% | 79.9%-38.2pp | 76.7%-35.0pp | 80.7%-39.0pp |
| Annual return | 16.84% | 21.38%-4.5pp | 20.30%-3.5pp | 172.34%-155.5pp |
| Employer contribution / active EE | $2,140 | $3,533-39.4% | $3,020-29.1% | $4,379-51.1% |
| Participant deferral / active EE | $3,393 | $5,793-41.4% | $5,135-33.9% | $6,730-49.6% |
| Admin fee / account holder | $1,850 | $15,393-88.0% | $12,742-85.5% | $14,365-87.1% |