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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 | $65,640 | $174,379-62.4% | $152,093-56.8% | $138,895-52.7% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 15.66% | 74.86%-59.2pp | 66.36%-50.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $2,863 | $4,652-38.4% | $4,175-31.4% | $4,194-31.7% |
| Participant deferral / active EE | $9,460 | $6,159+53.6% | $5,451+73.5% | $6,396+47.9% |
| Admin fee / account holder | $8,899 | $16,880-47.3% | $14,497-38.6% | $12,562-29.2% |