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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 | $115,566 | $153,769-24.8% | $133,975-13.7% | $273,972-57.8% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.1%-24.6pp | 83.0%-20.5pp |
| Annual return | 6.90% | 36.51%-29.6pp | 29.29%-22.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,962 | $6,029-67.5% | $5,211-62.4% | $4,869-59.7% |
| Participant deferral / active EE | $5,573 | $6,958-19.9% | $6,282-11.3% | $5,287+5.4% |
| Admin fee / account holder | $1,822 | $11,765-84.5% | $9,324-80.5% | $10,133-82.0% |