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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 | $79,821 | $199,109-59.9% | $173,730-54.1% | $154,746-48.4% |
| Participation rate | 44.4% | 82.8%-38.4pp | 79.6%-35.1pp | 80.7%-36.3pp |
| Annual return | 19.85% | 20.02%-0.2pp | 19.96%-0.1pp | 172.34%-152.5pp |
| Employer contribution / active EE | $1,797 | $5,311-66.2% | $4,577-60.7% | $4,379-59.0% |
| Participant deferral / active EE | $4,653 | $7,113-34.6% | $6,326-26.5% | $6,730-30.9% |
| Admin fee / account holder | $648 | $20,916-96.9% | $17,523-96.3% | $14,365-95.5% |