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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 | $131,423 | $184,014-28.6% | $161,149-18.4% | $138,895-5.4% |
| Participation rate | 65.2% | 82.1%-16.9pp | 78.8%-13.6pp | 79.9%-14.7pp |
| Annual return | 10.53% | 21.52%-11.0pp | 21.16%-10.6pp | 145.39%-134.9pp |
| Employer contribution / active EE | $2,430 | $5,055-51.9% | $4,360-44.3% | $4,194-42.1% |
| Participant deferral / active EE | $4,132 | $6,909-40.2% | $6,153-32.8% | $6,396-35.4% |
| Admin fee / account holder | $6,356 | $18,027-64.7% | $15,194-58.2% | $12,562-49.4% |