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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 | $60,395 | $174,379-65.4% | $152,093-60.3% | $138,895-56.5% |
| Participation rate | 68.8% | 81.6%-12.9pp | 77.8%-9.0pp | 79.9%-11.2pp |
| Annual return | 14.24% | 74.86%-60.6pp | 66.36%-52.1pp | 145.39%-131.2pp |
| Employer contribution / active EE | $3,643 | $4,652-21.7% | $4,175-12.7% | $4,194-13.1% |
| Participant deferral / active EE | $6,912 | $6,159+12.2% | $5,451+26.8% | $6,396+8.1% |
| Admin fee / account holder | $2,240 | $16,880-86.7% | $14,497-84.6% | $12,562-82.2% |