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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 | $136,549 | $181,896-24.9% | $156,551-12.8% | $273,972-50.2% |
| Participation rate | 68.2% | 88.4%-20.2pp | 84.0%-15.8pp | 83.0%-14.8pp |
| Annual return | 7.72% | 30.74%-23.0pp | 32.23%-24.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $2,253 | $6,248-63.9% | $5,501-59.0% | $4,869-53.7% |
| Participant deferral / active EE | $3,717 | $5,550-33.0% | $4,871-23.7% | $5,287-29.7% |
| Admin fee / account holder | $1,173 | $15,560-92.5% | $13,028-91.0% | $10,133-88.4% |