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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 | $79,944 | $184,014-56.6% | $161,149-50.4% | $138,895-42.4% |
| Participation rate | 53.8% | 82.1%-28.2pp | 78.8%-25.0pp | 79.9%-26.1pp |
| Annual return | 17.46% | 21.52%-4.1pp | 21.16%-3.7pp | 145.39%-127.9pp |
| Employer contribution / active EE | $2,239 | $5,055-55.7% | $4,360-48.6% | $4,194-46.6% |
| Participant deferral / active EE | $5,561 | $6,909-19.5% | $6,153-9.6% | $6,396-13.1% |
| Admin fee / account holder | $7,785 | $18,027-56.8% | $15,194-48.8% | $12,562-38.0% |