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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 | $73,152 | $100,970-27.6% | $96,576-24.3% | $137,256-46.7% |
| Participation rate | 64.7% | 82.6%-17.9pp | 81.4%-16.7pp | 80.0%-15.3pp |
| Annual return | 14.48% | 38.16%-23.7pp | 38.47%-24.0pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,991 | $3,809-21.5% | $3,553-15.8% | $4,156-28.0% |
| Participant deferral / active EE | $4,917 | $8,286-40.7% | $7,956-38.2% | $6,407-23.3% |
| Admin fee / account holder | $746 | $11,312-93.4% | $11,381-93.4% | $12,270-93.9% |