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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 | $94,460 | $154,228-38.8% | $145,433-35.0% | $137,256-31.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 18.68% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $4,169 | $4,804-13.2% | $4,554-8.5% | $4,156+0.3% |
| Participant deferral / active EE | $11,632 | $8,216+41.6% | $7,897+47.3% | $6,407+81.6% |
| Admin fee / account holder | $25,806 | $14,344+79.9% | $13,129+96.6% | $12,270+110.3% |