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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 | $110,137-61.6% | $161,149-73.7% | $82,637-48.8% |
| Participation rate | 61.5% | 72.4%-10.8pp | 78.8%-17.3pp | 68.1%-6.5pp |
| Annual return | 14.01% | 20.69%-6.7pp | 21.16%-7.1pp | 53.51%-39.5pp |
| Employer contribution / active EE | $8,437 | $2,856+195.4% | $4,360+93.5% | $2,552+230.6% |
| Participant deferral / active EE | $8,437 | $4,575+84.4% | $6,153+37.1% | $4,126+104.5% |
| Admin fee / account holder | $25,336 | $9,467+167.6% | $15,194+66.7% | $7,339+245.2% |