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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 | $117,763 | $154,228-23.6% | $145,433-19.0% | $137,256-14.2% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 80.0%-60.0pp |
| Annual return | 15.17% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,279 | $4,804-52.6% | $4,554-50.0% | $4,156-45.2% |
| Participant deferral / active EE | $7,888 | $8,216-4.0% | $7,897-0.1% | $6,407+23.1% |
| Admin fee / account holder | $951 | $14,344-93.4% | $13,129-92.8% | $12,270-92.2% |