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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 | $42,943 | $77,638-44.7% | $156,551-72.6% | $62,881-31.7% |
| Participation rate | 66.2% | 71.2%-5.0pp | 84.0%-17.8pp | 69.3%-3.1pp |
| Annual return | 7.15% | 50.33%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $818 | $3,444-76.3% | $5,501-85.1% | $2,281-64.2% |
| Participant deferral / active EE | $3,109 | $3,046+2.1% | $4,871-36.2% | $3,203-2.9% |
| Admin fee / account holder | $1,988 | $5,561-64.2% | $13,028-84.7% | $4,296-53.7% |