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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 | $80,682 | $174,379-53.7% | $152,093-47.0% | $138,895-41.9% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 22.07% | 74.86%-52.8pp | 66.36%-44.3pp | 145.39%-123.3pp |
| Employer contribution / active EE | $2,589 | $4,652-44.4% | $4,175-38.0% | $4,194-38.3% |
| Participant deferral / active EE | $10,717 | $6,159+74.0% | $5,451+96.6% | $6,396+67.6% |
| Admin fee / account holder | $3,444 | $16,880-79.6% | $14,497-76.2% | $12,562-72.6% |