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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 | $76,851 | $184,014-58.2% | $161,149-52.3% | $138,895-44.7% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.8%-21.7pp | 79.9%-22.8pp |
| Annual return | 14.95% | 21.52%-6.6pp | 21.16%-6.2pp | 145.39%-130.4pp |
| Employer contribution / active EE | $3,353 | $5,055-33.7% | $4,360-23.1% | $4,194-20.1% |
| Participant deferral / active EE | $5,394 | $6,909-21.9% | $6,153-12.3% | $6,396-15.7% |
| Admin fee / account holder | $1,370 | $18,027-92.4% | $15,194-91.0% | $12,562-89.1% |