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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 | $96,365 | $127,386-24.4% | $115,037-16.2% | $125,388-23.1% |
| Participation rate | 62.5% | 84.2%-21.7pp | 81.4%-18.9pp | 83.2%-20.7pp |
| Annual return | 0.67% | 31.28%-30.6pp | 26.14%-25.5pp | 282.24%-281.6pp |
| Employer contribution / active EE | $2,743 | $5,166-46.9% | $4,608-40.5% | $4,866-43.6% |
| Participant deferral / active EE | $4,120 | $6,423-35.9% | $6,026-31.6% | $5,352-23.0% |
| Admin fee / account holder | $1,310 | $9,516-86.2% | $8,175-84.0% | $9,541-86.3% |