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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 | $62,908 | $228,352-72.5% | $185,835-66.1% | $158,966-60.4% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 11.87% | 40.81%-28.9pp | 35.96%-24.1pp | 302.95%-291.1pp |
| Employer contribution / active EE | $4,140 | $4,967-16.6% | $4,087+1.3% | $4,762-13.1% |
| Participant deferral / active EE | $6,525 | $6,416+1.7% | $5,633+15.8% | $5,983+9.1% |
| Admin fee / account holder | $4,360 | $11,867-63.3% | $9,502-54.1% | $11,250-61.2% |