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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 | $57,493 | $107,666-46.6% | $102,184-43.7% | $154,746-62.8% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 14.19% | 29.33%-15.1pp | 31.58%-17.4pp | 172.34%-158.1pp |
| Employer contribution / active EE | $1,885 | $3,846-51.0% | $3,594-47.6% | $4,379-57.0% |
| Participant deferral / active EE | $11,626 | $8,719+33.3% | $8,309+39.9% | $6,730+72.7% |
| Admin fee / account holder | $14,660 | $12,943+13.3% | $11,609+26.3% | $14,365+2.1% |