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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 | $167,415-43.1% | $140,514-32.2% | $198,609-52.0% |
| Participation rate | 58.8% | 80.9%-22.1pp | 77.8%-19.0pp | 82.4%-23.6pp |
| Annual return | 13.02% | 13.85%-0.8pp | 14.36%-1.3pp | 202.70%-189.7pp |
| Employer contribution / active EE | $2,847 | $4,088-30.3% | $3,378-15.7% | $5,055-43.7% |
| Participant deferral / active EE | $5,500 | $5,579-1.4% | $4,919+11.8% | $6,977-21.2% |
| Admin fee / account holder | $2,168 | $16,730-87.0% | $13,697-84.2% | $19,030-88.6% |