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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 | $70,904 | $178,174-60.2% | $156,181-54.6% | $137,256-48.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 13.02% | 84.19%-71.2pp | 64.87%-51.9pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,031 | $4,972-59.2% | $4,294-52.7% | $4,156-51.1% |
| Participant deferral / active EE | $6,733 | $6,888-2.2% | $6,132+9.8% | $6,407+5.1% |
| Admin fee / account holder | $855 | $17,404-95.1% | $14,586-94.1% | $12,270-93.0% |