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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 | $95,330 | $184,014-48.2% | $161,149-40.8% | $138,895-31.4% |
| Participation rate | 54.5% | 82.1%-27.5pp | 78.8%-24.3pp | 79.9%-25.4pp |
| Annual return | 14.66% | 21.52%-6.9pp | 21.16%-6.5pp | 145.39%-130.7pp |
| Employer contribution / active EE | $2,264 | $5,055-55.2% | $4,360-48.1% | $4,194-46.0% |
| Participant deferral / active EE | $6,520 | $6,909-5.6% | $6,153+6.0% | $6,396+1.9% |
| Admin fee / account holder | $2,717 | $18,027-84.9% | $15,194-82.1% | $12,562-78.4% |