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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 | $78,162 | $124,425-37.2% | $112,040-30.2% | $137,256-43.1% |
| Participation rate | 61.5% | 79.3%-17.8pp | 76.5%-15.0pp | 80.0%-18.4pp |
| Annual return | 14.83% | 24.72%-9.9pp | 24.52%-9.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,430 | $3,411-28.8% | $2,954-17.7% | $4,156-41.5% |
| Participant deferral / active EE | $5,106 | $5,718-10.7% | $5,098+0.2% | $6,407-20.3% |
| Admin fee / account holder | $566 | $15,207-96.3% | $12,098-95.3% | $12,270-95.4% |