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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 | $42,275 | $101,618-58.4% | $93,063-54.6% | $137,256-69.2% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 13.38% | 223.95%-210.6pp | 34.15%-20.8pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,761 | $2,707-34.9% | $2,476-28.9% | $4,156-57.6% |
| Participant deferral / active EE | $4,112 | $4,279-3.9% | $3,958+3.9% | $6,407-35.8% |
| Admin fee / account holder | $718 | $6,198-88.4% | $6,033-88.1% | $12,270-94.1% |