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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 | $70,904 | $184,014-61.5% | $161,149-56.0% | $138,895-49.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 13.02% | 21.52%-8.5pp | 21.16%-8.1pp | 145.39%-132.4pp |
| Employer contribution / active EE | $2,031 | $5,055-59.8% | $4,360-53.4% | $4,194-51.6% |
| Participant deferral / active EE | $6,733 | $6,909-2.6% | $6,153+9.4% | $6,396+5.3% |
| Admin fee / account holder | $855 | $18,027-95.3% | $15,194-94.4% | $12,562-93.2% |