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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 | $119,361 | $184,014-35.1% | $161,149-25.9% | $138,895-14.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 16.57% | 21.52%-4.9pp | 21.16%-4.6pp | 145.39%-128.8pp |
| Employer contribution / active EE | $2,518 | $5,055-50.2% | $4,360-42.2% | $4,194-40.0% |
| Participant deferral / active EE | $2,854 | $6,909-58.7% | $6,153-53.6% | $6,396-55.4% |
| Admin fee / account holder | $3,615 | $18,027-79.9% | $15,194-76.2% | $12,562-71.2% |