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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 | $47,296 | $139,948-66.2% | $121,663-61.1% | $154,746-69.4% |
| Participation rate | 66.7% | 78.0%-11.3pp | 74.5%-7.8pp | 80.7%-14.0pp |
| Annual return | 18.15% | 230.52%-212.4pp | 147.54%-129.4pp | 172.34%-154.2pp |
| Employer contribution / active EE | $2,376 | $3,521-32.5% | $3,020-21.3% | $4,379-45.7% |
| Participant deferral / active EE | $2,557 | $5,629-54.6% | $4,887-47.7% | $6,730-62.0% |
| Admin fee / account holder | $9,351 | $17,321-46.0% | $14,289-34.6% | $14,365-34.9% |