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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 | $131,423 | $199,109-34.0% | $173,730-24.4% | $154,746-15.1% |
| Participation rate | 69.2% | 82.8%-13.6pp | 79.6%-10.3pp | 80.7%-11.5pp |
| Annual return | 17.96% | 20.02%-2.1pp | 19.96%-2.0pp | 172.34%-154.4pp |
| Employer contribution / active EE | $3,290 | $5,311-38.1% | $4,577-28.1% | $4,379-24.9% |
| Participant deferral / active EE | $5,942 | $7,113-16.5% | $6,326-6.1% | $6,730-11.7% |
| Admin fee / account holder | $2,423 | $20,916-88.4% | $17,523-86.2% | $14,365-83.1% |