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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 | $112,728 | $199,109-43.4% | $173,730-35.1% | $154,746-27.2% |
| Participation rate | 61.9% | 82.8%-20.9pp | 79.6%-17.7pp | 80.7%-18.8pp |
| Annual return | 19.74% | 20.02%-0.3pp | 19.96%-0.2pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,646 | $5,311-69.0% | $4,577-64.0% | $4,379-62.4% |
| Participant deferral / active EE | $5,346 | $7,113-24.8% | $6,326-15.5% | $6,730-20.6% |
| Admin fee / account holder | $1,181 | $20,916-94.4% | $17,523-93.3% | $14,365-91.8% |