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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 | $254,759-45.9% | $216,567-36.3% | $198,609-30.6% |
| Participation rate | 60.0% | 84.5%-24.5pp | 81.6%-21.6pp | 82.4%-22.4pp |
| Annual return | 10.82% | 10.04%+0.8pp | 12.94%-2.1pp | 202.70%-191.9pp |
| Employer contribution / active EE | $1,806 | $6,096-70.4% | $5,216-65.4% | $5,055-64.3% |
| Participant deferral / active EE | $8,452 | $6,948+21.6% | $6,191+36.5% | $6,977+21.1% |
| Admin fee / account holder | $12,415 | $26,311-52.8% | $21,981-43.5% | $19,030-34.8% |