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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 | $102,152 | $162,967-37.3% | $135,792-24.8% | $138,895-26.5% |
| Participation rate | 65.2% | 78.3%-13.1pp | 72.6%-7.4pp | 79.9%-14.7pp |
| Annual return | 17.11% | 30.08%-13.0pp | 25.96%-8.8pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,586 | $4,211-62.3% | $3,496-54.6% | $4,194-62.2% |
| Participant deferral / active EE | $6,293 | $5,640+11.6% | $4,759+32.2% | $6,396-1.6% |
| Admin fee / account holder | $8,792 | $15,306-42.6% | $12,266-28.3% | $12,562-30.0% |