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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 | $42,333 | $115,931-63.5% | $185,441-77.2% | $86,983-51.3% |
| Participation rate | 61.5% | 73.6%-12.1pp | 80.3%-18.7pp | 69.5%-8.0pp |
| Annual return | 14.01% | 21.47%-7.5pp | 20.16%-6.2pp | 25.83%-11.8pp |
| Employer contribution / active EE | $8,437 | $2,937+187.3% | $4,672+80.6% | $2,584+226.4% |
| Participant deferral / active EE | $8,437 | $4,551+85.4% | $6,152+37.1% | $4,194+101.2% |
| Admin fee / account holder | $25,336 | $10,687+137.1% | $17,890+41.6% | $7,856+222.5% |