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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 | $72,777 | $155,555-53.2% | $146,866-50.4% | $155,188-53.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 18.46% | 115.41%-97.0pp | 102.85%-84.4pp | 148.84%-130.4pp |
| Employer contribution / active EE | $2,831 | $4,647-39.1% | $4,425-36.0% | $4,248-33.4% |
| Participant deferral / active EE | $13,210 | $8,044+64.2% | $7,759+70.2% | $6,531+102.3% |
| Admin fee / account holder | $1,489 | $14,755-89.9% | $13,620-89.1% | $14,480-89.7% |