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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 | $77,309 | $124,980-38.1% | $108,359-28.7% | $154,746-50.0% |
| Participation rate | 64.3% | 75.2%-10.9pp | 70.1%-5.8pp | 80.7%-16.4pp |
| Annual return | 19.94% | 45.00%-25.1pp | 36.89%-17.0pp | 172.34%-152.4pp |
| Employer contribution / active EE | $3,850 | $2,851+35.1% | $2,399+60.4% | $4,379-12.1% |
| Participant deferral / active EE | $5,737 | $4,743+21.0% | $4,137+38.7% | $6,730-14.8% |
| Admin fee / account holder | $511 | $11,502-95.6% | $9,741-94.8% | $14,365-96.4% |