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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 | $119,999 | $76,371+57.1% | $93,621+28.2% | $72,976+64.4% |
| Participation rate | 63.6% | 71.8%-8.1pp | 75.8%-12.2pp | 69.5%-5.9pp |
| Annual return | 21.56% | 25.82%-4.3pp | 32.76%-11.2pp | 81.02%-59.5pp |
| Employer contribution / active EE | $2,186 | $2,276-4.0% | $2,719-19.6% | $2,440-10.4% |
| Participant deferral / active EE | $3,486 | $3,538-1.5% | $4,070-14.3% | $3,608-3.4% |
| Admin fee / account holder | $315 | $6,839-95.4% | $7,890-96.0% | $5,124-93.9% |