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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 | $124,425-38.4% | $112,040-31.6% | $137,256-44.2% |
| Participation rate | 53.8% | 79.3%-25.5pp | 76.5%-22.6pp | 80.0%-26.1pp |
| Annual return | 12.17% | 24.72%-12.5pp | 24.52%-12.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,095 | $3,411-38.6% | $2,954-29.1% | $4,156-49.6% |
| Participant deferral / active EE | $5,693 | $5,718-0.4% | $5,098+11.7% | $6,407-11.1% |
| Admin fee / account holder | $8,561 | $15,207-43.7% | $12,098-29.2% | $12,270-30.2% |