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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 | $65,707 | $114,119-42.4% | $107,187-38.7% | $138,895-52.7% |
| Participation rate | 68.4% | 78.1%-9.7pp | 75.0%-6.6pp | 79.9%-11.5pp |
| Annual return | 18.21% | 273.21%-255.0pp | 204.55%-186.3pp | 145.39%-127.2pp |
| Employer contribution / active EE | $1,978 | $4,059-51.3% | $3,782-47.7% | $4,194-52.8% |
| Participant deferral / active EE | $6,325 | $5,538+14.2% | $5,096+24.1% | $6,396-1.1% |
| Admin fee / account holder | $873 | $10,024-91.3% | $9,162-90.5% | $12,562-93.0% |