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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 | $137,858 | $199,109-30.8% | $173,730-20.6% | $154,746-10.9% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 10.82% | 20.02%-9.2pp | 19.96%-9.1pp | 172.34%-161.5pp |
| Employer contribution / active EE | $1,806 | $5,311-66.0% | $4,577-60.5% | $4,379-58.8% |
| Participant deferral / active EE | $8,452 | $7,113+18.8% | $6,326+33.6% | $6,730+25.6% |
| Admin fee / account holder | $12,415 | $20,916-40.6% | $17,523-29.2% | $14,365-13.6% |