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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 | $82,619 | $184,014-55.1% | $161,149-48.7% | $138,895-40.5% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.8%-23.3pp | 79.9%-24.4pp |
| Annual return | 12.34% | 21.52%-9.2pp | 21.16%-8.8pp | 145.39%-133.1pp |
| Employer contribution / active EE | $1,123 | $5,055-77.8% | $4,360-74.2% | $4,194-73.2% |
| Participant deferral / active EE | $2,125 | $6,909-69.2% | $6,153-65.5% | $6,396-66.8% |
| Admin fee / account holder | $1,560 | $18,027-91.3% | $15,194-89.7% | $12,562-87.6% |