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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 | $76,170 | $184,014-58.6% | $161,149-52.7% | $138,895-45.2% |
| Participation rate | 69.6% | 82.1%-12.5pp | 78.8%-9.3pp | 79.9%-10.4pp |
| Annual return | 16.02% | 21.52%-5.5pp | 21.16%-5.1pp | 145.39%-129.4pp |
| Employer contribution / active EE | $2,649 | $5,055-47.6% | $4,360-39.2% | $4,194-36.8% |
| Participant deferral / active EE | $4,829 | $6,909-30.1% | $6,153-21.5% | $6,396-24.5% |
| Admin fee / account holder | $321 | $18,027-98.2% | $15,194-97.9% | $12,562-97.4% |