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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 | $80,612 | $114,119-29.4% | $107,187-24.8% | $138,895-42.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 20.97% | 273.21%-252.2pp | 204.55%-183.6pp | 145.39%-124.4pp |
| Employer contribution / active EE | $2,097 | $4,059-48.3% | $3,782-44.6% | $4,194-50.0% |
| Participant deferral / active EE | $7,805 | $5,538+40.9% | $5,096+53.2% | $6,396+22.0% |
| Admin fee / account holder | $1,189 | $10,024-88.1% | $9,162-87.0% | $12,562-90.5% |