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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 | $66,239 | $213,785-69.0% | $185,441-64.3% | $155,188-57.3% |
| Participation rate | 55.6% | 83.2%-27.7pp | 80.3%-24.7pp | 80.8%-25.2pp |
| Annual return | 21.73% | 19.97%+1.8pp | 20.16%+1.6pp | 148.84%-127.1pp |
| Employer contribution / active EE | $1,134 | $5,393-79.0% | $4,672-75.7% | $4,248-73.3% |
| Participant deferral / active EE | $4,888 | $6,864-28.8% | $6,152-20.5% | $6,531-25.2% |
| Admin fee / account holder | $490 | $21,134-97.7% | $17,890-97.3% | $14,480-96.6% |