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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 | $111,183 | $199,109-44.2% | $173,730-36.0% | $154,746-28.2% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 21.56% | 20.02%+1.5pp | 19.96%+1.6pp | 172.34%-150.8pp |
| Employer contribution / active EE | $3,168 | $5,311-40.4% | $4,577-30.8% | $4,379-27.7% |
| Participant deferral / active EE | $14,640 | $7,113+105.8% | $6,326+131.4% | $6,730+117.5% |
| Admin fee / account holder | $405 | $20,916-98.1% | $17,523-97.7% | $14,365-97.2% |