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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 | $199,109-52.3% | $173,730-45.3% | $154,746-38.6% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 16.22% | 20.02%-3.8pp | 19.96%-3.7pp | 172.34%-156.1pp |
| Employer contribution / active EE | $2,703 | $5,311-49.1% | $4,577-41.0% | $4,379-38.3% |
| Participant deferral / active EE | $5,679 | $7,113-20.2% | $6,326-10.2% | $6,730-15.6% |
| Admin fee / account holder | $19,803 | $20,916-5.3% | $17,523+13.0% | $14,365+37.9% |