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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 | $103,822 | $138,312-24.9% | $122,979-15.6% | $155,188-33.1% |
| Participation rate | 64.7% | 80.2%-15.5pp | 77.2%-12.5pp | 80.8%-16.1pp |
| Annual return | 12.56% | 22.06%-9.5pp | 20.12%-7.6pp | 148.84%-136.3pp |
| Employer contribution / active EE | $5,882 | $3,530+66.6% | $3,062+92.1% | $4,248+38.5% |
| Participant deferral / active EE | $3,156 | $5,592-43.6% | $5,003-36.9% | $6,531-51.7% |
| Admin fee / account holder | $1,364 | $15,089-91.0% | $12,864-89.4% | $14,480-90.6% |