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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 | $83,138 | $199,109-58.2% | $173,730-52.1% | $154,746-46.3% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 16.06% | 20.02%-4.0pp | 19.96%-3.9pp | 172.34%-156.3pp |
| Employer contribution / active EE | $2,116 | $5,311-60.2% | $4,577-53.8% | $4,379-51.7% |
| Participant deferral / active EE | $7,084 | $7,113-0.4% | $6,326+12.0% | $6,730+5.2% |
| Admin fee / account holder | $1,607 | $20,916-92.3% | $17,523-90.8% | $14,365-88.8% |