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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 | $42,008 | $126,661-66.8% | $113,397-63.0% | $138,895-69.8% |
| Participation rate | 64.3% | 79.4%-15.2pp | 76.5%-12.2pp | 79.9%-15.6pp |
| Annual return | 11.86% | 25.05%-13.2pp | 23.20%-11.3pp | 145.39%-133.5pp |
| Employer contribution / active EE | $2,334 | $3,456-32.5% | $2,977-21.6% | $4,194-44.4% |
| Participant deferral / active EE | $3,181 | $5,693-44.1% | $5,076-37.3% | $6,396-50.3% |
| Admin fee / account holder | $1,486 | $14,549-89.8% | $11,957-87.6% | $12,562-88.2% |