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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 | $67,171 | $114,119-41.1% | $107,187-37.3% | $138,895-51.6% |
| Participation rate | 69.2% | 78.1%-8.8pp | 75.0%-5.8pp | 79.9%-10.7pp |
| Annual return | 28.82% | 273.21%-244.4pp | 204.55%-175.7pp | 145.39%-116.6pp |
| Employer contribution / active EE | $2,798 | $4,059-31.1% | $3,782-26.0% | $4,194-33.3% |
| Participant deferral / active EE | $8,082 | $5,538+45.9% | $5,096+58.6% | $6,396+26.4% |
| Admin fee / account holder | $7,526 | $10,024-24.9% | $9,162-17.9% | $12,562-40.1% |