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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 | $144,722 | $199,109-27.3% | $173,730-16.7% | $154,746-6.5% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.6%-15.9pp | 80.7%-17.1pp |
| Annual return | 20.63% | 20.02%+0.6pp | 19.96%+0.7pp | 172.34%-151.7pp |
| Employer contribution / active EE | $4,596 | $5,311-13.5% | $4,577+0.4% | $4,379+5.0% |
| Participant deferral / active EE | $10,346 | $7,113+45.5% | $6,326+63.5% | $6,730+53.7% |
| Admin fee / account holder | $536 | $20,916-97.4% | $17,523-96.9% | $14,365-96.3% |