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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 | $81,084 | $172,758-53.1% | $149,600-45.8% | $138,895-41.6% |
| Participation rate | 66.7% | 80.2%-13.5pp | 77.2%-10.5pp | 79.9%-13.3pp |
| Annual return | 18.14% | 181.17%-163.0pp | 129.59%-111.5pp | 145.39%-127.3pp |
| Employer contribution / active EE | $520 | $4,778-89.1% | $4,193-87.6% | $4,194-87.6% |
| Participant deferral / active EE | $6,926 | $8,180-15.3% | $7,203-3.8% | $6,396+8.3% |
| Admin fee / account holder | $3,055 | $17,615-82.7% | $13,963-78.1% | $12,562-75.7% |