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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 | $116,632 | $184,014-36.6% | $161,149-27.6% | $138,895-16.0% |
| Participation rate | 60.9% | 82.1%-21.2pp | 78.8%-18.0pp | 79.9%-19.0pp |
| Annual return | 13.83% | 21.52%-7.7pp | 21.16%-7.3pp | 145.39%-131.6pp |
| Employer contribution / active EE | $1,476 | $5,055-70.8% | $4,360-66.2% | $4,194-64.8% |
| Participant deferral / active EE | $8,632 | $6,909+24.9% | $6,153+40.3% | $6,396+35.0% |
| Admin fee / account holder | $715 | $18,027-96.0% | $15,194-95.3% | $12,562-94.3% |