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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 | $71,984 | $155,555-53.7% | $146,866-51.0% | $155,188-53.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 13.00% | 115.41%-102.4pp | 102.85%-89.9pp | 148.84%-135.8pp |
| Employer contribution / active EE | $2,622 | $4,647-43.6% | $4,425-40.7% | $4,248-38.3% |
| Participant deferral / active EE | $5,615 | $8,044-30.2% | $7,759-27.6% | $6,531-14.0% |
| Admin fee / account holder | $5,363 | $14,755-63.7% | $13,620-60.6% | $14,480-63.0% |