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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 | $68,294 | $102,609-33.4% | $98,090-30.4% | $138,895-50.8% |
| Participation rate | 61.9% | 82.8%-20.9pp | 81.5%-19.6pp | 79.9%-18.0pp |
| Annual return | 18.85% | 36.44%-17.6pp | 37.05%-18.2pp | 145.39%-126.5pp |
| Employer contribution / active EE | $3,180 | $3,867-17.8% | $3,606-11.8% | $4,194-24.2% |
| Participant deferral / active EE | $5,594 | $8,167-31.5% | $7,845-28.7% | $6,396-12.5% |
| Admin fee / account holder | $5,002 | $11,434-56.3% | $11,815-57.7% | $12,562-60.2% |