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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 | $254,759-61.4% | $216,567-54.6% | $198,609-50.5% |
| Participation rate | 69.6% | 84.5%-15.0pp | 81.6%-12.1pp | 82.4%-12.8pp |
| Annual return | 19.74% | 10.04%+9.7pp | 12.94%+6.8pp | 202.70%-183.0pp |
| Employer contribution / active EE | $1,724 | $6,096-71.7% | $5,216-67.0% | $5,055-65.9% |
| Participant deferral / active EE | $3,167 | $6,948-54.4% | $6,191-48.8% | $6,977-54.6% |
| Admin fee / account holder | $1,179 | $26,311-95.5% | $21,981-94.6% | $19,030-93.8% |