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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 | $112,017 | $184,014-39.1% | $161,149-30.5% | $138,895-19.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 18.16% | 21.52%-3.4pp | 21.16%-3.0pp | 145.39%-127.2pp |
| Employer contribution / active EE | $1,669 | $5,055-67.0% | $4,360-61.7% | $4,194-60.2% |
| Participant deferral / active EE | $8,010 | $6,909+15.9% | $6,153+30.2% | $6,396+25.2% |
| Admin fee / account holder | $939 | $18,027-94.8% | $15,194-93.8% | $12,562-92.5% |