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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 | $65,440 | $65,367+0.1% | $92,915-29.6% | $72,976-10.3% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 22.90% | 42.11%-19.2pp | 109.45%-86.5pp | 81.02%-58.1pp |
| Employer contribution / active EE | $1,437 | $2,594-44.6% | $3,653-60.7% | $2,440-41.1% |
| Participant deferral / active EE | $3,326 | $3,128+6.3% | $4,238-21.5% | $3,608-7.8% |
| Admin fee / account holder | $1,256 | $4,251-70.4% | $5,796-78.3% | $5,124-75.5% |