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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 | $107,992 | $199,109-45.8% | $173,730-37.8% | $154,746-30.2% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 21.12% | 20.02%+1.1pp | 19.96%+1.2pp | 172.34%-151.2pp |
| Employer contribution / active EE | $3,202 | $5,311-39.7% | $4,577-30.0% | $4,379-26.9% |
| Participant deferral / active EE | $8,419 | $7,113+18.4% | $6,326+33.1% | $6,730+25.1% |
| Admin fee / account holder | $649 | $20,916-96.9% | $17,523-96.3% | $14,365-95.5% |