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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 | $84,485 | $184,014-54.1% | $161,149-47.6% | $138,895-39.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 20.72% | 21.52%-0.8pp | 21.16%-0.4pp | 145.39%-124.7pp |
| Employer contribution / active EE | $4,454 | $5,055-11.9% | $4,360+2.1% | $4,194+6.2% |
| Participant deferral / active EE | $5,357 | $6,909-22.5% | $6,153-12.9% | $6,396-16.2% |
| Admin fee / account holder | $336 | $18,027-98.1% | $15,194-97.8% | $12,562-97.3% |