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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 | $93,432 | $110,337-15.3% | $102,383-8.7% | $145,877-36.0% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.1pp |
| Annual return | 12.64% | 24.83%-12.2pp | 24.94%-12.3pp | 551.28%-538.6pp |
| Employer contribution / active EE | $2,337 | $4,216-44.6% | $3,870-39.6% | $4,663-49.9% |
| Participant deferral / active EE | $7,629 | $5,621+35.7% | $5,060+50.8% | $6,691+14.0% |
| Admin fee / account holder | $8,861 | $9,750-9.1% | $8,391+5.6% | $13,402-33.9% |