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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 | $131,406 | $184,014-28.6% | $161,149-18.5% | $138,895-5.4% |
| Participation rate | 52.6% | 82.1%-29.4pp | 78.8%-26.2pp | 79.9%-27.3pp |
| Annual return | 20.76% | 21.52%-0.8pp | 21.16%-0.4pp | 145.39%-124.6pp |
| Employer contribution / active EE | $3,244 | $5,055-35.8% | $4,360-25.6% | $4,194-22.6% |
| Participant deferral / active EE | $4,620 | $6,909-33.1% | $6,153-24.9% | $6,396-27.8% |
| Admin fee / account holder | $852 | $18,027-95.3% | $15,194-94.4% | $12,562-93.2% |