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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 | $94,692 | $184,014-48.5% | $161,149-41.2% | $138,895-31.8% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.8%-18.8pp | 79.9%-19.9pp |
| Annual return | 15.57% | 21.52%-6.0pp | 21.16%-5.6pp | 145.39%-129.8pp |
| Employer contribution / active EE | $3,582 | $5,055-29.1% | $4,360-17.8% | $4,194-14.6% |
| Participant deferral / active EE | $7,374 | $6,909+6.7% | $6,153+19.8% | $6,396+15.3% |
| Admin fee / account holder | $959 | $18,027-94.7% | $15,194-93.7% | $12,562-92.4% |