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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 | $44,766 | $199,109-77.5% | $173,730-74.2% | $154,746-71.1% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.6%-17.1pp | 80.7%-18.2pp |
| Annual return | 19.46% | 20.02%-0.6pp | 19.96%-0.5pp | 172.34%-152.9pp |
| Employer contribution / active EE | $3,665 | $5,311-31.0% | $4,577-19.9% | $4,379-16.3% |
| Participant deferral / active EE | $6,671 | $7,113-6.2% | $6,326+5.4% | $6,730-0.9% |
| Admin fee / account holder | $1,149 | $20,916-94.5% | $17,523-93.4% | $14,365-92.0% |