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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 | $109,622 | $184,014-40.4% | $161,149-32.0% | $138,895-21.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 15.47% | 21.52%-6.0pp | 21.16%-5.7pp | 145.39%-129.9pp |
| Employer contribution / active EE | $2,802 | $5,055-44.6% | $4,360-35.7% | $4,194-33.2% |
| Participant deferral / active EE | $3,571 | $6,909-48.3% | $6,153-42.0% | $6,396-44.2% |
| Admin fee / account holder | $1,029 | $18,027-94.3% | $15,194-93.2% | $12,562-91.8% |