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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 | $124,425-23.4% | $112,040-14.9% | $137,256-30.5% |
| Participation rate | 58.8% | 79.3%-20.5pp | 76.5%-17.7pp | 80.0%-21.1pp |
| Annual return | 13.02% | 24.72%-11.7pp | 24.52%-11.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,847 | $3,411-16.5% | $2,954-3.6% | $4,156-31.5% |
| Participant deferral / active EE | $5,500 | $5,718-3.8% | $5,098+7.9% | $6,407-14.2% |
| Admin fee / account holder | $2,168 | $15,207-85.7% | $12,098-82.1% | $12,270-82.3% |