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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 | $74,617 | $51,638+44.5% | $129,406-42.3% | $80,959-7.8% |
| Participation rate | 69.7% | 56.9%+12.8pp | 69.6%0pp | 67.7%+2.0pp |
| Annual return | 16.21% | 20.78%-4.6pp | 9468.18%-9452.0pp | 35.67%-19.5pp |
| Employer contribution / active EE | $3,435 | $1,584+116.9% | $4,155-17.3% | $2,757+24.6% |
| Participant deferral / active EE | $7,029 | $2,670+163.2% | $4,167+68.7% | $4,300+63.4% |
| Admin fee / account holder | $2,790 | $4,313-35.3% | $7,689-63.7% | $6,925-59.7% |