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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 | $69,881 | $154,228-54.7% | $145,433-51.9% | $137,256-49.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 18.94% | 74.59%-55.7pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $4,654 | $4,804-3.1% | $4,554+2.2% | $4,156+12.0% |
| Participant deferral / active EE | $12,015 | $8,216+46.2% | $7,897+52.1% | $6,407+87.5% |
| Admin fee / account holder | $8,839 | $14,344-38.4% | $13,129-32.7% | $12,270-28.0% |