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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 | $94,952 | $254,759-62.7% | $216,567-56.2% | $198,609-52.2% |
| Participation rate | 60.0% | 84.5%-24.5pp | 81.6%-21.6pp | 82.4%-22.4pp |
| Annual return | 16.22% | 10.04%+6.2pp | 12.94%+3.3pp | 202.70%-186.5pp |
| Employer contribution / active EE | $2,703 | $6,096-55.7% | $5,216-48.2% | $5,055-46.5% |
| Participant deferral / active EE | $5,679 | $6,948-18.3% | $6,191-8.3% | $6,977-18.6% |
| Admin fee / account holder | $19,803 | $26,311-24.7% | $21,981-9.9% | $19,030+4.1% |