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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 | $86,351 | $199,109-56.6% | $173,730-50.3% | $154,746-44.2% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 19.52% | 20.02%-0.5pp | 19.96%-0.4pp | 172.34%-152.8pp |
| Employer contribution / active EE | $2,832 | $5,311-46.7% | $4,577-38.1% | $4,379-35.3% |
| Participant deferral / active EE | $4,958 | $7,113-30.3% | $6,326-21.6% | $6,730-26.3% |
| Admin fee / account holder | $1,108 | $20,916-94.7% | $17,523-93.7% | $14,365-92.3% |