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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 | $100,662 | $215,361-53.3% | $171,082-41.2% | $273,972-63.3% |
| Participation rate | 57.1% | 82.0%-24.9pp | 76.7%-19.6pp | 83.0%-25.9pp |
| Annual return | 15.65% | 25.14%-9.5pp | 32.56%-16.9pp | 41.46%-25.8pp |
| Employer contribution / active EE | $3,543 | $4,967-28.7% | $4,002-11.5% | $4,869-27.2% |
| Participant deferral / active EE | $5,664 | $5,543+2.2% | $4,797+18.1% | $5,287+7.1% |
| Admin fee / account holder | $500 | $10,846-95.4% | $8,520-94.1% | $10,133-95.1% |