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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 | $87,655 | $126,661-30.8% | $113,397-22.7% | $138,895-36.9% |
| Participation rate | 65.2% | 79.4%-14.2pp | 76.5%-11.3pp | 79.9%-14.7pp |
| Annual return | 10.48% | 25.05%-14.6pp | 23.20%-12.7pp | 145.39%-134.9pp |
| Employer contribution / active EE | $2,433 | $3,456-29.6% | $2,977-18.3% | $4,194-42.0% |
| Participant deferral / active EE | $6,943 | $5,693+22.0% | $5,076+36.8% | $6,396+8.6% |
| Admin fee / account holder | $13,709 | $14,549-5.8% | $11,957+14.7% | $12,562+9.1% |