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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 | $82,968 | $282,059-70.6% | $213,469-61.1% | $154,746-46.4% |
| Participation rate | 57.1% | 82.7%-25.5pp | 77.1%-20.0pp | 80.7%-23.6pp |
| Annual return | 14.31% | 20.90%-6.6pp | 20.58%-6.3pp | 172.34%-158.0pp |
| Employer contribution / active EE | $2,752 | $6,189-55.5% | $4,994-44.9% | $4,379-37.2% |
| Participant deferral / active EE | $9,249 | $8,186+13.0% | $6,841+35.2% | $6,730+37.4% |
| Admin fee / account holder | $32,128 | $37,435-14.2% | $27,141+18.4% | $14,365+123.7% |