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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 | $100,682 | $199,109-49.4% | $173,730-42.0% | $154,746-34.9% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.6%-15.9pp | 80.7%-17.1pp |
| Annual return | 16.57% | 20.02%-3.4pp | 19.96%-3.4pp | 172.34%-155.8pp |
| Employer contribution / active EE | $2,003 | $5,311-62.3% | $4,577-56.3% | $4,379-54.3% |
| Participant deferral / active EE | $4,680 | $7,113-34.2% | $6,326-26.0% | $6,730-30.5% |
| Admin fee / account holder | $14,430 | $20,916-31.0% | $17,523-17.7% | $14,365+0.4% |