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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 | $95,970 | $185,312-48.2% | $161,489-40.6% | $154,746-38.0% |
| Participation rate | 68.2% | 82.5%-14.3pp | 78.7%-10.5pp | 80.7%-12.5pp |
| Annual return | 17.45% | 103.84%-86.4pp | 89.72%-72.3pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,706 | $4,769-64.2% | $4,268-60.0% | $4,379-61.0% |
| Participant deferral / active EE | $2,411 | $6,350-62.0% | $5,630-57.2% | $6,730-64.2% |
| Admin fee / account holder | $2,341 | $18,654-87.5% | $16,006-85.4% | $14,365-83.7% |