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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 | $63,188 | $126,661-50.1% | $113,397-44.3% | $138,895-54.5% |
| Participation rate | 56.5% | 79.4%-22.9pp | 76.5%-20.0pp | 79.9%-23.4pp |
| Annual return | 19.31% | 25.05%-5.7pp | 23.20%-3.9pp | 145.39%-126.1pp |
| Employer contribution / active EE | $1,384 | $3,456-60.0% | $2,977-53.5% | $4,194-67.0% |
| Participant deferral / active EE | $1,905 | $5,693-66.5% | $5,076-62.5% | $6,396-70.2% |
| Admin fee / account holder | $2,648 | $14,549-81.8% | $11,957-77.9% | $12,562-78.9% |