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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 | $87,296 | $171,272-49.0% | $127,803-31.7% | $152,909-42.9% |
| Participation rate | 69.2% | 83.5%-14.2pp | 79.0%-9.8pp | 82.5%-13.2pp |
| Annual return | 21.06% | 23.54%-2.5pp | 26.14%-5.1pp | 345.46%-324.4pp |
| Employer contribution / active EE | $3,150 | $5,451-42.2% | $4,576-31.2% | $4,764-33.9% |
| Participant deferral / active EE | $6,589 | $7,043-6.5% | $6,023+9.4% | $5,851+12.6% |
| Admin fee / account holder | $5,094 | $14,540-65.0% | $9,399-45.8% | $11,601-56.1% |