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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 | $81,734 | $112,729-27.5% | $98,716-17.2% | $137,256-40.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 15.99% | 38.48%-22.5pp | 31.81%-15.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,625 | $2,725-40.4% | $2,279-28.7% | $4,156-60.9% |
| Participant deferral / active EE | $7,929 | $4,640+70.9% | $4,048+95.9% | $6,407+23.8% |
| Admin fee / account holder | $619 | $10,129-93.9% | $8,703-92.9% | $12,270-95.0% |