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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 | $82,940 | $282,059-70.6% | $213,469-61.1% | $154,746-46.4% |
| Participation rate | 62.5% | 82.7%-20.2pp | 77.1%-14.6pp | 80.7%-18.2pp |
| Annual return | 14.86% | 20.90%-6.0pp | 20.58%-5.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $2,865 | $6,189-53.7% | $4,994-42.6% | $4,379-34.6% |
| Participant deferral / active EE | $8,276 | $8,186+1.1% | $6,841+21.0% | $6,730+23.0% |
| Admin fee / account holder | $367 | $37,435-99.0% | $27,141-98.6% | $14,365-97.4% |