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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 | $81,544 | $199,109-59.0% | $173,730-53.1% | $154,746-47.3% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 14.73% | 20.02%-5.3pp | 19.96%-5.2pp | 172.34%-157.6pp |
| Employer contribution / active EE | $2,555 | $5,311-51.9% | $4,577-44.2% | $4,379-41.7% |
| Participant deferral / active EE | $3,182 | $7,113-55.3% | $6,326-49.7% | $6,730-52.7% |
| Admin fee / account holder | $424 | $20,916-98.0% | $17,523-97.6% | $14,365-97.0% |