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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 | $65,671 | $154,228-57.4% | $145,433-54.8% | $137,256-52.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 13.20% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $2,650 | $4,804-44.8% | $4,554-41.8% | $4,156-36.2% |
| Participant deferral / active EE | $7,236 | $8,216-11.9% | $7,897-8.4% | $6,407+12.9% |
| Admin fee / account holder | $9,039 | $14,344-37.0% | $13,129-31.2% | $12,270-26.3% |