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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 | $161,352-36.7% | $134,172-23.9% | $137,256-25.6% |
| Participation rate | 65.2% | 78.3%-13.1pp | 72.5%-7.2pp | 80.0%-14.7pp |
| Annual return | 17.11% | 28.72%-11.6pp | 25.30%-8.2pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,586 | $4,099-61.3% | $3,420-53.6% | $4,156-61.8% |
| Participant deferral / active EE | $6,293 | $5,552+13.3% | $4,690+34.2% | $6,407-1.8% |
| Admin fee / account holder | $8,792 | $15,028-41.5% | $12,016-26.8% | $12,270-28.3% |