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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 | $76,631 | $126,661-39.5% | $113,397-32.4% | $138,895-44.8% |
| Participation rate | 53.8% | 79.4%-25.6pp | 76.5%-22.7pp | 79.9%-26.1pp |
| Annual return | 12.17% | 25.05%-12.9pp | 23.20%-11.0pp | 145.39%-133.2pp |
| Employer contribution / active EE | $2,095 | $3,456-39.4% | $2,977-29.6% | $4,194-50.0% |
| Participant deferral / active EE | $5,693 | $5,6930% | $5,076+12.1% | $6,396-11.0% |
| Admin fee / account holder | $8,561 | $14,549-41.2% | $11,957-28.4% | $12,562-31.8% |