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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 | $91,385 | $107,809-15.2% | $97,032-5.8% | $155,188-41.1% |
| Participation rate | 58.8% | 75.5%-16.7pp | 71.6%-12.7pp | 80.8%-22.0pp |
| Annual return | 17.93% | 38.06%-20.1pp | 35.38%-17.5pp | 148.84%-130.9pp |
| Employer contribution / active EE | $2,621 | $2,911-10.0% | $2,629-0.3% | $4,248-38.3% |
| Participant deferral / active EE | $6,292 | $5,129+22.7% | $4,672+34.7% | $6,531-3.7% |
| Admin fee / account holder | $2,361 | $10,717-78.0% | $9,418-74.9% | $14,480-83.7% |