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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 | $82,099 | $184,014-55.4% | $161,149-49.1% | $138,895-40.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 15.45% | 21.52%-6.1pp | 21.16%-5.7pp | 145.39%-129.9pp |
| Employer contribution / active EE | $3,414 | $5,055-32.5% | $4,360-21.7% | $4,194-18.6% |
| Participant deferral / active EE | $6,978 | $6,909+1.0% | $6,153+13.4% | $6,396+9.1% |
| Admin fee / account holder | $2,580 | $18,027-85.7% | $15,194-83.0% | $12,562-79.5% |