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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 | $93,898 | $210,510-55.4% | $153,500-38.8% | $145,877-35.6% |
| Participation rate | 61.5% | 82.1%-20.6pp | 77.1%-15.6pp | 80.3%-18.8pp |
| Annual return | 13.43% | 13.45%0pp | 15.70%-2.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $2,370 | $6,052-60.8% | $5,039-53.0% | $4,663-49.2% |
| Participant deferral / active EE | $5,466 | $7,974-31.5% | $6,756-19.1% | $6,691-18.3% |
| Admin fee / account holder | $3,265 | $19,455-83.2% | $12,736-74.4% | $13,402-75.6% |