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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 | $79,639 | $123,155-35.3% | $108,753-26.8% | $155,188-48.7% |
| Participation rate | 57.1% | 75.6%-18.5pp | 71.1%-13.9pp | 80.8%-23.7pp |
| Annual return | 18.60% | 44.73%-26.1pp | 37.47%-18.9pp | 148.84%-130.2pp |
| Employer contribution / active EE | $3,515 | $2,811+25.0% | $2,427+44.8% | $4,248-17.3% |
| Participant deferral / active EE | $8,264 | $4,623+78.7% | $4,115+100.8% | $6,531+26.5% |
| Admin fee / account holder | $10,706 | $12,126-11.7% | $10,320+3.7% | $14,480-26.1% |