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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 | $111,443 | $211,239-47.2% | $178,528-37.6% | $145,877-23.6% |
| Participation rate | 45.5% | 80.8%-35.3pp | 77.1%-31.6pp | 80.3%-34.8pp |
| Annual return | 15.21% | 30.22%-15.0pp | 27.11%-11.9pp | 551.28%-536.1pp |
| Employer contribution / active EE | $3,994 | $4,570-12.6% | $3,950+1.1% | $4,663-14.3% |
| Participant deferral / active EE | $8,608 | $6,963+23.6% | $6,278+37.1% | $6,691+28.7% |
| Admin fee / account holder | $426 | $12,095-96.5% | $10,419-95.9% | $13,402-96.8% |