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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 | $42,905 | $138,312-69.0% | $122,979-65.1% | $155,188-72.4% |
| Participation rate | 66.7% | 80.2%-13.5pp | 77.2%-10.5pp | 80.8%-14.1pp |
| Annual return | 16.07% | 22.06%-6.0pp | 20.12%-4.0pp | 148.84%-132.8pp |
| Employer contribution / active EE | $1,389 | $3,530-60.7% | $3,062-54.6% | $4,248-67.3% |
| Participant deferral / active EE | $2,421 | $5,592-56.7% | $5,003-51.6% | $6,531-62.9% |
| Admin fee / account holder | $6,323 | $15,089-58.1% | $12,864-50.8% | $14,480-56.3% |