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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 | $120,115 | $181,896-34.0% | $156,551-23.3% | $273,972-56.2% |
| Participation rate | 20.0% | 88.4%-68.4pp | 84.0%-64.0pp | 83.0%-63.0pp |
| Annual return | 3.36% | 30.74%-27.4pp | 32.23%-28.9pp | 41.46%-38.1pp |
| Employer contribution / active EE | $6,007 | $6,248-3.9% | $5,501+9.2% | $4,869+23.4% |
| Participant deferral / active EE | $4,563 | $5,550-17.8% | $4,871-6.3% | $5,287-13.7% |
| Admin fee / account holder | $71,190 | $15,560+357.5% | $13,028+446.4% | $10,133+602.6% |