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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 | $68,397 | $102,938-33.6% | $94,105-27.3% | $138,895-50.8% |
| Participation rate | 58.8% | 74.6%-15.8pp | 71.9%-13.1pp | 79.9%-21.1pp |
| Annual return | 17.33% | 250.28%-233.0pp | 204.55%-187.2pp | 145.39%-128.1pp |
| Employer contribution / active EE | $2,710 | $2,732-0.8% | $2,504+8.2% | $4,194-35.4% |
| Participant deferral / active EE | $5,544 | $4,196+32.1% | $3,881+42.9% | $6,396-13.3% |
| Admin fee / account holder | $1,004 | $6,600-84.8% | $6,199-83.8% | $12,562-92.0% |