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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 | $62,085 | $138,312-55.1% | $122,979-49.5% | $155,188-60.0% |
| Participation rate | 33.3% | 80.2%-46.9pp | 77.2%-43.9pp | 80.8%-47.5pp |
| Annual return | 17.03% | 22.06%-5.0pp | 20.12%-3.1pp | 148.84%-131.8pp |
| Employer contribution / active EE | $894 | $3,530-74.7% | $3,062-70.8% | $4,248-79.0% |
| Participant deferral / active EE | $3,496 | $5,592-37.5% | $5,003-30.1% | $6,531-46.5% |
| Admin fee / account holder | $325 | $15,089-97.8% | $12,864-97.5% | $14,480-97.8% |