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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 | $92,225 | $199,109-53.7% | $173,730-46.9% | $154,746-40.4% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 20.96% | 20.02%+0.9pp | 19.96%+1.0pp | 172.34%-151.4pp |
| Employer contribution / active EE | $8,172 | $5,311+53.9% | $4,577+78.5% | $4,379+86.6% |
| Participant deferral / active EE | $18,128 | $7,113+154.9% | $6,326+186.5% | $6,730+169.3% |
| Admin fee / account holder | $586 | $20,916-97.2% | $17,523-96.7% | $14,365-95.9% |