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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 | $94,221 | $110,337-14.6% | $102,383-8.0% | $145,877-35.4% |
| Participation rate | 65.2% | 77.9%-12.7pp | 74.5%-9.3pp | 80.3%-15.1pp |
| Annual return | 23.62% | 24.83%-1.2pp | 24.94%-1.3pp | 551.28%-527.7pp |
| Employer contribution / active EE | $2,144 | $4,216-49.1% | $3,870-44.6% | $4,663-54.0% |
| Participant deferral / active EE | $5,179 | $5,621-7.9% | $5,060+2.4% | $6,691-22.6% |
| Admin fee / account holder | $10,076 | $9,750+3.3% | $8,391+20.1% | $13,402-24.8% |