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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 | $60,498 | $114,119-47.0% | $107,187-43.6% | $138,895-56.4% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 21.24% | 273.21%-252.0pp | 204.55%-183.3pp | 145.39%-124.2pp |
| Employer contribution / active EE | $3,473 | $4,059-14.4% | $3,782-8.2% | $4,194-17.2% |
| Participant deferral / active EE | $11,182 | $5,538+101.9% | $5,096+119.4% | $6,396+74.8% |
| Admin fee / account holder | $4,892 | $10,024-51.2% | $9,162-46.6% | $12,562-61.1% |