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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 | $126,425 | $199,109-36.5% | $173,730-27.2% | $154,746-18.3% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 19.64% | 20.02%-0.4pp | 19.96%-0.3pp | 172.34%-152.7pp |
| Employer contribution / active EE | $2,069 | $5,311-61.0% | $4,577-54.8% | $4,379-52.7% |
| Participant deferral / active EE | $3,360 | $7,113-52.8% | $6,326-46.9% | $6,730-50.1% |
| Admin fee / account holder | $3,170 | $20,916-84.8% | $17,523-81.9% | $14,365-77.9% |