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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 | $126,661-18.9% | $113,397-9.5% | $138,895-26.1% |
| Participation rate | 68.8% | 79.4%-10.7pp | 76.5%-7.7pp | 79.9%-11.2pp |
| Annual return | 15.98% | 25.05%-9.1pp | 23.20%-7.2pp | 145.39%-129.4pp |
| Employer contribution / active EE | $2,037 | $3,456-41.1% | $2,977-31.6% | $4,194-51.4% |
| Participant deferral / active EE | $5,629 | $5,693-1.1% | $5,076+10.9% | $6,396-12.0% |
| Admin fee / account holder | $1,524 | $14,549-89.5% | $11,957-87.3% | $12,562-87.9% |