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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 | $109,242 | $182,442-40.1% | $163,379-33.1% | $138,895-21.3% |
| Participation rate | 63.6% | 79.8%-16.1pp | 76.8%-13.2pp | 79.9%-16.3pp |
| Annual return | 16.53% | 72.74%-56.2pp | 63.41%-46.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $3,249 | $4,159-21.9% | $3,752-13.4% | $4,194-22.5% |
| Participant deferral / active EE | $6,309 | $6,817-7.5% | $6,282+0.4% | $6,396-1.4% |
| Admin fee / account holder | $2,155 | $10,396-79.3% | $9,818-78.1% | $12,562-82.8% |