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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 | $78,094 | $185,312-57.9% | $161,489-51.6% | $154,746-49.5% |
| Participation rate | 68.2% | 82.5%-14.3pp | 78.7%-10.5pp | 80.7%-12.5pp |
| Annual return | 16.82% | 103.84%-87.0pp | 89.72%-72.9pp | 172.34%-155.5pp |
| Employer contribution / active EE | $2,632 | $4,769-44.8% | $4,268-38.3% | $4,379-39.9% |
| Participant deferral / active EE | $5,566 | $6,350-12.3% | $5,630-1.1% | $6,730-17.3% |
| Admin fee / account holder | $2,788 | $18,654-85.1% | $16,006-82.6% | $14,365-80.6% |