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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 | $102,672 | $124,425-17.5% | $112,040-8.4% | $137,256-25.2% |
| Participation rate | 68.8% | 79.3%-10.6pp | 76.5%-7.7pp | 80.0%-11.2pp |
| Annual return | 15.98% | 24.72%-8.7pp | 24.52%-8.5pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,037 | $3,411-40.3% | $2,954-31.0% | $4,156-51.0% |
| Participant deferral / active EE | $5,629 | $5,718-1.6% | $5,098+10.4% | $6,407-12.1% |
| Admin fee / account holder | $1,524 | $15,207-90.0% | $12,098-87.4% | $12,270-87.6% |