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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 | $131,714 | $184,014-28.4% | $161,149-18.3% | $138,895-5.2% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 12.94% | 21.52%-8.6pp | 21.16%-8.2pp | 145.39%-132.5pp |
| Employer contribution / active EE | $2,558 | $5,055-49.4% | $4,360-41.3% | $4,194-39.0% |
| Participant deferral / active EE | $6,313 | $6,909-8.6% | $6,153+2.6% | $6,396-1.3% |
| Admin fee / account holder | $10,653 | $18,027-40.9% | $15,194-29.9% | $12,562-15.2% |