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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 | $95,637 | $138,312-30.9% | $122,979-22.2% | $155,188-38.4% |
| Participation rate | 64.7% | 80.2%-15.5pp | 77.2%-12.5pp | 80.8%-16.1pp |
| Annual return | 9.92% | 22.06%-12.1pp | 20.12%-10.2pp | 148.84%-138.9pp |
| Employer contribution / active EE | $2,156 | $3,530-38.9% | $3,062-29.6% | $4,248-49.2% |
| Participant deferral / active EE | $6,378 | $5,592+14.1% | $5,003+27.5% | $6,531-2.3% |
| Admin fee / account holder | $8,709 | $15,089-42.3% | $12,864-32.3% | $14,480-39.9% |