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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 | $108,325 | $126,661-14.5% | $113,397-4.5% | $138,895-22.0% |
| Participation rate | 43.8% | 79.4%-35.7pp | 76.5%-32.7pp | 79.9%-36.2pp |
| Annual return | 20.67% | 25.05%-4.4pp | 23.20%-2.5pp | 145.39%-124.7pp |
| Employer contribution / active EE | $2,835 | $3,456-18.0% | $2,977-4.8% | $4,194-32.4% |
| Participant deferral / active EE | $5,300 | $5,693-6.9% | $5,076+4.4% | $6,396-17.1% |
| Admin fee / account holder | $406 | $14,549-97.2% | $11,957-96.6% | $12,562-96.8% |