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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 | $95,329 | $136,860-30.3% | $120,344-20.8% | $154,746-38.4% |
| Participation rate | 58.8% | 79.9%-21.1pp | 76.7%-17.9pp | 80.7%-21.9pp |
| Annual return | 13.02% | 21.38%-8.4pp | 20.30%-7.3pp | 172.34%-159.3pp |
| Employer contribution / active EE | $2,847 | $3,533-19.4% | $3,020-5.7% | $4,379-35.0% |
| Participant deferral / active EE | $5,500 | $5,793-5.1% | $5,135+7.1% | $6,730-18.3% |
| Admin fee / account holder | $2,168 | $15,393-85.9% | $12,742-83.0% | $14,365-84.9% |