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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 | $140,763 | $199,109-29.3% | $173,730-19.0% | $154,746-9.0% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.6%-15.9pp | 80.7%-17.1pp |
| Annual return | 18.21% | 20.02%-1.8pp | 19.96%-1.7pp | 172.34%-154.1pp |
| Employer contribution / active EE | $2,821 | $5,311-46.9% | $4,577-38.4% | $4,379-35.6% |
| Participant deferral / active EE | $6,707 | $7,113-5.7% | $6,326+6.0% | $6,730-0.4% |
| Admin fee / account holder | $2,952 | $20,916-85.9% | $17,523-83.2% | $14,365-79.5% |