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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 | $98,230 | $199,109-50.7% | $173,730-43.5% | $154,746-36.5% |
| Participation rate | 69.6% | 82.8%-13.2pp | 79.6%-10.0pp | 80.7%-11.1pp |
| Annual return | 19.74% | 20.02%-0.3pp | 19.96%-0.2pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,724 | $5,311-67.5% | $4,577-62.3% | $4,379-60.6% |
| Participant deferral / active EE | $3,167 | $7,113-55.5% | $6,326-49.9% | $6,730-52.9% |
| Admin fee / account holder | $1,179 | $20,916-94.4% | $17,523-93.3% | $14,365-91.8% |