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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 | $83,343 | $111,535-25.3% | $105,223-20.8% | $137,256-39.3% |
| Participation rate | 68.8% | 78.1%-9.3pp | 75.0%-6.3pp | 80.0%-11.2pp |
| Annual return | 16.34% | 237.85%-221.5pp | 180.65%-164.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $4,238 | $3,939+7.6% | $3,689+14.9% | $4,156+2.0% |
| Participant deferral / active EE | $8,381 | $5,500+52.4% | $5,072+65.2% | $6,407+30.8% |
| Admin fee / account holder | $712 | $9,721-92.7% | $8,859-92.0% | $12,270-94.2% |