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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 | $114,389 | $184,014-37.8% | $161,149-29.0% | $138,895-17.6% |
| Participation rate | 53.3% | 82.1%-28.7pp | 78.8%-25.5pp | 79.9%-26.6pp |
| Annual return | 17.90% | 21.52%-3.6pp | 21.16%-3.3pp | 145.39%-127.5pp |
| Employer contribution / active EE | $1,993 | $5,055-60.6% | $4,360-54.3% | $4,194-52.5% |
| Participant deferral / active EE | $6,699 | $6,909-3.0% | $6,153+8.9% | $6,396+4.7% |
| Admin fee / account holder | $624 | $18,027-96.5% | $15,194-95.9% | $12,562-95.0% |