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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 | $118,975 | $185,312-35.8% | $161,489-26.3% | $154,746-23.1% |
| Participation rate | 53.3% | 82.5%-29.1pp | 78.7%-25.4pp | 80.7%-27.4pp |
| Annual return | 17.32% | 103.84%-86.5pp | 89.72%-72.4pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,310 | $4,769-51.6% | $4,268-45.9% | $4,379-47.3% |
| Participant deferral / active EE | $4,737 | $6,350-25.4% | $5,630-15.9% | $6,730-29.6% |
| Admin fee / account holder | $2,844 | $18,654-84.8% | $16,006-82.2% | $14,365-80.2% |