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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 | $75,988 | $184,014-58.7% | $161,149-52.8% | $138,895-45.3% |
| Participation rate | 46.7% | 82.1%-35.4pp | 78.8%-32.2pp | 79.9%-33.3pp |
| Annual return | 14.50% | 21.52%-7.0pp | 21.16%-6.7pp | 145.39%-130.9pp |
| Employer contribution / active EE | $3,248 | $5,055-35.7% | $4,360-25.5% | $4,194-22.6% |
| Participant deferral / active EE | $7,812 | $6,909+13.1% | $6,153+27.0% | $6,396+22.1% |
| Admin fee / account holder | $2,901 | $18,027-83.9% | $15,194-80.9% | $12,562-76.9% |