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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 | $83,959 | $88,996-5.7% | $78,004+7.6% | $138,895-39.6% |
| Participation rate | 42.9% | 74.4%-31.5pp | 69.4%-26.6pp | 79.9%-37.1pp |
| Annual return | 20.49% | 28.03%-7.5pp | 31.07%-10.6pp | 145.39%-124.9pp |
| Employer contribution / active EE | $2,606 | $2,917-10.7% | $2,469+5.6% | $4,194-37.9% |
| Participant deferral / active EE | $13,559 | $4,724+187.0% | $4,092+231.4% | $6,396+112.0% |
| Admin fee / account holder | $3,305 | $8,807-62.5% | $7,578-56.4% | $12,562-73.7% |