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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 | $121,791 | $212,777-42.8% | $173,703-29.9% | $198,609-38.7% |
| Participation rate | 60.0% | 81.1%-21.1pp | 75.9%-15.9pp | 82.4%-22.4pp |
| Annual return | 3.24% | 18.82%-15.6pp | 17.46%-14.2pp | 202.70%-199.5pp |
| Employer contribution / active EE | $5,756 | $5,214+10.4% | $4,288+34.3% | $5,055+13.9% |
| Participant deferral / active EE | $3,002 | $5,697-47.3% | $4,854-38.1% | $6,977-57.0% |
| Admin fee / account holder | $1,823 | $19,536-90.7% | $15,562-88.3% | $19,030-90.4% |