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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 | $96,613 | $181,062-46.6% | $158,223-38.9% | $155,188-37.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 17.75% | 57.39%-39.6pp | 52.09%-34.3pp | 148.84%-131.1pp |
| Employer contribution / active EE | $2,805 | $4,565-38.6% | $4,109-31.7% | $4,248-34.0% |
| Participant deferral / active EE | $5,354 | $6,134-12.7% | $5,467-2.1% | $6,531-18.0% |
| Admin fee / account holder | $12,190 | $18,825-35.2% | $16,047-24.0% | $14,480-15.8% |