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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 | $65,258 | $108,825-40.0% | $156,181-58.2% | $82,448-20.8% |
| Participation rate | 69.0% | 72.4%-3.4pp | 78.8%-9.9pp | 68.1%+0.9pp |
| Annual return | 90.31% | 20.59%+69.7pp | 64.87%+25.4pp | 41.64%+48.7pp |
| Employer contribution / active EE | $2,403 | $2,870-16.3% | $4,294-44.0% | $2,551-5.8% |
| Participant deferral / active EE | $6,140 | $4,577+34.1% | $6,132+0.1% | $4,139+48.3% |
| Admin fee / account holder | $445 | $9,341-95.2% | $14,586-97.0% | $7,234-93.9% |