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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 | $139,232 | $254,759-45.3% | $216,567-35.7% | $198,609-29.9% |
| Participation rate | 61.5% | 84.5%-23.0pp | 81.6%-20.1pp | 82.4%-20.8pp |
| Annual return | 12.62% | 10.04%+2.6pp | 12.94%-0.3pp | 202.70%-190.1pp |
| Employer contribution / active EE | $2,026 | $6,096-66.8% | $5,216-61.2% | $5,055-59.9% |
| Participant deferral / active EE | $5,544 | $6,948-20.2% | $6,191-10.4% | $6,977-20.5% |
| Admin fee / account holder | $1,115 | $26,311-95.8% | $21,981-94.9% | $19,030-94.1% |