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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 | $90,657 | $213,785-57.6% | $185,441-51.1% | $155,188-41.6% |
| Participation rate | 52.6% | 83.2%-30.6pp | 80.3%-27.6pp | 80.8%-28.2pp |
| Annual return | 14.25% | 19.97%-5.7pp | 20.16%-5.9pp | 148.84%-134.6pp |
| Employer contribution / active EE | $1,470 | $5,393-72.7% | $4,672-68.5% | $4,248-65.4% |
| Participant deferral / active EE | $3,384 | $6,864-50.7% | $6,152-45.0% | $6,531-48.2% |
| Admin fee / account holder | $1,376 | $21,134-93.5% | $17,890-92.3% | $14,480-90.5% |