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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 | $81,133 | $124,425-34.8% | $112,040-27.6% | $137,256-40.9% |
| Participation rate | 54.5% | 79.3%-24.8pp | 76.5%-21.9pp | 80.0%-25.4pp |
| Annual return | 16.15% | 24.72%-8.6pp | 24.52%-8.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,062 | $3,411-39.6% | $2,954-30.2% | $4,156-50.4% |
| Participant deferral / active EE | $2,794 | $5,718-51.1% | $5,098-45.2% | $6,407-56.4% |
| Admin fee / account holder | $8,899 | $15,207-41.5% | $12,098-26.4% | $12,270-27.5% |