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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 | $110,544 | $211,224-47.7% | $178,505-38.1% | $145,897-24.2% |
| Participation rate | 61.5% | 80.8%-19.3pp | 77.1%-15.6pp | 80.3%-18.8pp |
| Annual return | 12.16% | 30.28%-18.1pp | 27.16%-15.0pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,881 | $4,577-58.9% | $3,955-52.4% | $4,663-59.7% |
| Participant deferral / active EE | $6,651 | $6,966-4.5% | $6,280+5.9% | $6,689-0.6% |
| Admin fee / account holder | $5,853 | $12,109-51.7% | $10,428-43.9% | $13,390-56.3% |