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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 | $184,014-39.6% | $161,149-31.0% | $138,895-20.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 21.56% | 21.52%0pp | 21.16%+0.4pp | 145.39%-123.8pp |
| Employer contribution / active EE | $3,168 | $5,055-37.3% | $4,360-27.3% | $4,194-24.5% |
| Participant deferral / active EE | $14,640 | $6,909+111.9% | $6,153+137.9% | $6,396+128.9% |
| Admin fee / account holder | $405 | $18,027-97.8% | $15,194-97.3% | $12,562-96.8% |