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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 | $83,343 | $184,014-54.7% | $161,149-48.3% | $138,895-40.0% |
| Participation rate | 68.4% | 82.1%-13.7pp | 78.8%-10.4pp | 79.9%-11.5pp |
| Annual return | 23.78% | 21.52%+2.3pp | 21.16%+2.6pp | 145.39%-121.6pp |
| Employer contribution / active EE | $2,604 | $5,055-48.5% | $4,360-40.3% | $4,194-37.9% |
| Participant deferral / active EE | $5,999 | $6,909-13.2% | $6,153-2.5% | $6,396-6.2% |
| Admin fee / account holder | $5,254 | $18,027-70.9% | $15,194-65.4% | $12,562-58.2% |