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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 | $114,712-43.1% | $173,730-62.4% | $87,485-25.4% |
| Participation rate | 69.0% | 73.0%-4.0pp | 79.6%-10.6pp | 68.9%0pp |
| Annual return | 90.31% | 20.18%+70.1pp | 19.96%+70.4pp | 26.06%+64.2pp |
| Employer contribution / active EE | $2,403 | $2,904-17.3% | $4,577-47.5% | $2,596-7.5% |
| Participant deferral / active EE | $6,140 | $4,642+32.3% | $6,326-3.0% | $4,274+43.7% |
| Admin fee / account holder | $445 | $10,210-95.6% | $17,523-97.5% | $7,775-94.3% |