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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 | $106,228 | $182,442-41.8% | $163,379-35.0% | $138,895-23.5% |
| Participation rate | 54.5% | 79.8%-25.2pp | 76.8%-22.3pp | 79.9%-25.4pp |
| Annual return | 16.60% | 72.74%-56.1pp | 63.41%-46.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $2,494 | $4,159-40.0% | $3,752-33.5% | $4,194-40.5% |
| Participant deferral / active EE | $6,828 | $6,817+0.2% | $6,282+8.7% | $6,396+6.7% |
| Admin fee / account holder | $1,077 | $10,396-89.6% | $9,818-89.0% | $12,562-91.4% |