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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 | $76,645 | $275,752-72.2% | $256,809-70.2% | $198,609-61.4% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 14.73% | 34.81%-20.1pp | 32.73%-18.0pp | 202.70%-188.0pp |
| Employer contribution / active EE | $1,953 | $7,721-74.7% | $7,263-73.1% | $5,055-61.4% |
| Participant deferral / active EE | $8,599 | $10,037-14.3% | $9,520-9.7% | $6,977+23.3% |
| Admin fee / account holder | $1,024 | $25,716-96.0% | $25,146-95.9% | $19,030-94.6% |