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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 | $74,764 | $174,379-57.1% | $152,093-50.8% | $138,895-46.2% |
| Participation rate | 68.4% | 81.6%-13.2pp | 77.8%-9.3pp | 79.9%-11.5pp |
| Annual return | 22.12% | 74.86%-52.7pp | 66.36%-44.2pp | 145.39%-123.3pp |
| Employer contribution / active EE | $3,874 | $4,652-16.7% | $4,175-7.2% | $4,194-7.6% |
| Participant deferral / active EE | $5,633 | $6,159-8.5% | $5,451+3.3% | $6,396-11.9% |
| Admin fee / account holder | $1,709 | $16,880-89.9% | $14,497-88.2% | $12,562-86.4% |