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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 | $121,004 | $223,823-45.9% | $211,142-42.7% | $154,746-21.8% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 14.27% | 50.39%-36.1pp | 46.84%-32.6pp | 172.34%-158.1pp |
| Employer contribution / active EE | $4,392 | $6,787-35.3% | $6,442-31.8% | $4,379+0.3% |
| Participant deferral / active EE | $11,023 | $9,750+13.1% | $9,284+18.7% | $6,730+63.8% |
| Admin fee / account holder | $4,710 | $19,707-76.1% | $19,076-75.3% | $14,365-67.2% |