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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 | $184,014-38.7% | $161,149-29.9% | $138,895-18.7% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.8%-18.8pp | 79.9%-19.9pp |
| Annual return | 15.67% | 21.52%-5.8pp | 21.16%-5.5pp | 145.39%-129.7pp |
| Employer contribution / active EE | $1,273 | $5,055-74.8% | $4,360-70.8% | $4,194-69.7% |
| Participant deferral / active EE | $6,151 | $6,909-11.0% | $6,1530% | $6,396-3.8% |
| Admin fee / account holder | $22,198 | $18,027+23.1% | $15,194+46.1% | $12,562+76.7% |