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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 | $58,588 | $199,109-70.6% | $173,730-66.3% | $154,746-62.1% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 11.90% | 20.02%-8.1pp | 19.96%-8.1pp | 172.34%-160.4pp |
| Employer contribution / active EE | $3,250 | $5,311-38.8% | $4,577-29.0% | $4,379-25.8% |
| Participant deferral / active EE | $12,445 | $7,113+75.0% | $6,326+96.7% | $6,730+84.9% |
| Admin fee / account holder | $1,725 | $20,916-91.8% | $17,523-90.2% | $14,365-88.0% |