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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 | $72,680 | $154,228-52.9% | $145,433-50.0% | $137,256-47.0% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 16.87% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $5,316 | $4,804+10.7% | $4,554+16.7% | $4,156+27.9% |
| Participant deferral / active EE | $9,552 | $8,216+16.3% | $7,897+21.0% | $6,407+49.1% |
| Admin fee / account holder | $481 | $14,344-96.6% | $13,129-96.3% | $12,270-96.1% |