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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 | $107,043 | $177,156-39.6% | $147,027-27.2% | $154,746-30.8% |
| Participation rate | 60.0% | 79.4%-19.4pp | 73.7%-13.7pp | 80.7%-20.7pp |
| Annual return | 17.34% | 21.94%-4.6pp | 20.23%-2.9pp | 172.34%-155.0pp |
| Employer contribution / active EE | $3,686 | $4,336-15.0% | $3,626+1.7% | $4,379-15.8% |
| Participant deferral / active EE | $4,498 | $5,797-22.4% | $4,933-8.8% | $6,730-33.2% |
| Admin fee / account holder | $1,469 | $14,904-90.1% | $12,223-88.0% | $14,365-89.8% |