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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 | $91,661 | $155,555-41.1% | $146,866-37.6% | $155,188-40.9% |
| Participation rate | 65.0% | 84.0%-19.0pp | 82.5%-17.5pp | 80.8%-15.8pp |
| Annual return | 13.81% | 115.41%-101.6pp | 102.85%-89.0pp | 148.84%-135.0pp |
| Employer contribution / active EE | $2,842 | $4,647-38.8% | $4,425-35.8% | $4,248-33.1% |
| Participant deferral / active EE | $7,460 | $8,044-7.3% | $7,759-3.9% | $6,531+14.2% |
| Admin fee / account holder | $566 | $14,755-96.2% | $13,620-95.8% | $14,480-96.1% |