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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 | $68,262 | $102,938-33.7% | $94,105-27.5% | $138,895-50.9% |
| Participation rate | 60.0% | 74.6%-14.6pp | 71.9%-11.9pp | 79.9%-19.9pp |
| Annual return | 14.55% | 250.28%-235.7pp | 204.55%-190.0pp | 145.39%-130.8pp |
| Employer contribution / active EE | $3,245 | $2,732+18.8% | $2,504+29.6% | $4,194-22.6% |
| Participant deferral / active EE | $4,707 | $4,196+12.2% | $3,881+21.3% | $6,396-26.4% |
| Admin fee / account holder | $4,519 | $6,600-31.5% | $6,199-27.1% | $12,562-64.0% |