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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 | $124,665 | $282,059-55.8% | $213,469-41.6% | $154,746-19.4% |
| Participation rate | 42.9% | 82.7%-39.8pp | 77.1%-34.3pp | 80.7%-37.8pp |
| Annual return | 19.09% | 20.90%-1.8pp | 20.58%-1.5pp | 172.34%-153.3pp |
| Employer contribution / active EE | $3,196 | $6,189-48.4% | $4,994-36.0% | $4,379-27.0% |
| Participant deferral / active EE | $7,578 | $8,186-7.4% | $6,841+10.8% | $6,730+12.6% |
| Admin fee / account holder | $1,355 | $37,435-96.4% | $27,141-95.0% | $14,365-90.6% |