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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 | $83,810 | $185,312-54.8% | $161,489-48.1% | $154,746-45.8% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 21.28% | 103.84%-82.6pp | 89.72%-68.4pp | 172.34%-151.1pp |
| Employer contribution / active EE | $1,661 | $4,769-65.2% | $4,268-61.1% | $4,379-62.1% |
| Participant deferral / active EE | $7,726 | $6,350+21.7% | $5,630+37.2% | $6,730+14.8% |
| Admin fee / account holder | $346 | $18,654-98.1% | $16,006-97.8% | $14,365-97.6% |