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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 | $103,861 | $174,379-40.4% | $152,093-31.7% | $138,895-25.2% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 11.75% | 74.86%-63.1pp | 66.36%-54.6pp | 145.39%-133.6pp |
| Employer contribution / active EE | $1,764 | $4,652-62.1% | $4,175-57.8% | $4,194-58.0% |
| Participant deferral / active EE | $6,433 | $6,159+4.4% | $5,451+18.0% | $6,396+0.6% |
| Admin fee / account holder | $1,921 | $16,880-88.6% | $14,497-86.7% | $12,562-84.7% |