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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 | $84,502 | $124,980-32.4% | $108,359-22.0% | $154,746-45.4% |
| Participation rate | 44.4% | 75.2%-30.7pp | 70.1%-25.7pp | 80.7%-36.3pp |
| Annual return | 14.00% | 45.00%-31.0pp | 36.89%-22.9pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,637 | $2,851-42.6% | $2,399-31.8% | $4,379-62.6% |
| Participant deferral / active EE | $8,547 | $4,743+80.2% | $4,137+106.6% | $6,730+27.0% |
| Admin fee / account holder | $20,026 | $11,502+74.1% | $9,741+105.6% | $14,365+39.4% |