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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 | $105,071 | $181,896-42.2% | $156,551-32.9% | $273,972-61.6% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 3.43% | 30.74%-27.3pp | 32.23%-28.8pp | 41.46%-38.0pp |
| Employer contribution / active EE | $2,769 | $6,248-55.7% | $5,501-49.7% | $4,869-43.1% |
| Participant deferral / active EE | $6,951 | $5,550+25.2% | $4,871+42.7% | $5,287+31.5% |
| Admin fee / account holder | $439 | $15,560-97.2% | $13,028-96.6% | $10,133-95.7% |