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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 | $103,804 | $153,769-32.5% | $133,975-22.5% | $273,972-62.1% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 7.71% | 36.51%-28.8pp | 29.29%-21.6pp | 41.46%-33.7pp |
| Employer contribution / active EE | $2,684 | $6,029-55.5% | $5,211-48.5% | $4,869-44.9% |
| Participant deferral / active EE | $7,367 | $6,958+5.9% | $6,282+17.3% | $5,287+39.3% |
| Admin fee / account holder | $1,374 | $11,765-88.3% | $9,324-85.3% | $10,133-86.4% |