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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 | $81,795 | $199,109-58.9% | $173,730-52.9% | $154,746-47.1% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 20.24% | 20.02%+0.2pp | 19.96%+0.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $2,048 | $5,311-61.4% | $4,577-55.3% | $4,379-53.2% |
| Participant deferral / active EE | $3,764 | $7,113-47.1% | $6,326-40.5% | $6,730-44.1% |
| Admin fee / account holder | $315 | $20,916-98.5% | $17,523-98.2% | $14,365-97.8% |