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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 | $62,817 | $184,014-65.9% | $161,149-61.0% | $138,895-54.8% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 17.25% | 21.52%-4.3pp | 21.16%-3.9pp | 145.39%-128.1pp |
| Employer contribution / active EE | $1,571 | $5,055-68.9% | $4,360-64.0% | $4,194-62.6% |
| Participant deferral / active EE | $3,827 | $6,909-44.6% | $6,153-37.8% | $6,396-40.2% |
| Admin fee / account holder | $592 | $18,027-96.7% | $15,194-96.1% | $12,562-95.3% |