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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 | $121,004 | $275,752-56.1% | $256,809-52.9% | $198,609-39.1% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 14.27% | 34.81%-20.5pp | 32.73%-18.5pp | 202.70%-188.4pp |
| Employer contribution / active EE | $4,392 | $7,721-43.1% | $7,263-39.5% | $5,055-13.1% |
| Participant deferral / active EE | $11,023 | $10,037+9.8% | $9,520+15.8% | $6,977+58.0% |
| Admin fee / account holder | $4,710 | $25,716-81.7% | $25,146-81.3% | $19,030-75.3% |