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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 | $110,246 | $124,425-11.4% | $112,040-1.6% | $137,256-19.7% |
| Participation rate | 55.0% | 79.3%-24.3pp | 76.5%-21.5pp | 80.0%-25.0pp |
| Annual return | 18.18% | 24.72%-6.5pp | 24.52%-6.3pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,151 | $3,411-36.9% | $2,954-27.2% | $4,156-48.2% |
| Participant deferral / active EE | $3,161 | $5,718-44.7% | $5,098-38.0% | $6,407-50.7% |
| Admin fee / account holder | $1,049 | $15,207-93.1% | $12,098-91.3% | $12,270-91.4% |