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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 | $68,551 | $87,106-21.3% | $105,607-35.1% | $80,935-15.3% |
| Participation rate | 46.0% | 70.4%-24.4pp | 75.3%-29.3pp | 67.7%-21.7pp |
| Annual return | 10.95% | 17.01%-6.1pp | 116.11%-105.2pp | 35.66%-24.7pp |
| Employer contribution / active EE | $1,947 | $2,396-18.7% | $3,167-38.5% | $2,757-29.4% |
| Participant deferral / active EE | $5,108 | $3,986+28.2% | $5,011+1.9% | $4,299+18.8% |
| Admin fee / account holder | $12,663 | $8,447+49.9% | $10,958+15.6% | $6,924+82.9% |