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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 | $85,472 | $213,785-60.0% | $185,441-53.9% | $155,188-44.9% |
| Participation rate | 50.0% | 83.2%-33.2pp | 80.3%-30.3pp | 80.8%-30.8pp |
| Annual return | 17.10% | 19.97%-2.9pp | 20.16%-3.1pp | 148.84%-131.7pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,616 | $6,864+40.1% | $6,152+56.3% | $6,531+47.2% |
| Admin fee / account holder | $834 | $21,134-96.1% | $17,890-95.3% | $14,480-94.2% |