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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 | $72,192 | $154,228-53.2% | $145,433-50.4% | $137,256-47.4% |
| Participation rate | 68.2% | 83.8%-15.6pp | 82.1%-13.9pp | 80.0%-11.8pp |
| Annual return | 13.99% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,829 | $4,804-41.1% | $4,554-37.9% | $4,156-31.9% |
| Participant deferral / active EE | $5,314 | $8,216-35.3% | $7,897-32.7% | $6,407-17.1% |
| Admin fee / account holder | $2,773 | $14,344-80.7% | $13,129-78.9% | $12,270-77.4% |