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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 | $112,891 | $199,109-43.3% | $173,730-35.0% | $154,746-27.0% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 15.67% | 20.02%-4.3pp | 19.96%-4.3pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,273 | $5,311-76.0% | $4,577-72.2% | $4,379-70.9% |
| Participant deferral / active EE | $6,151 | $7,113-13.5% | $6,326-2.8% | $6,730-8.6% |
| Admin fee / account holder | $22,198 | $20,916+6.1% | $17,523+26.7% | $14,365+54.5% |