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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 | $77,560 | $88,672-12.5% | $105,223-26.3% | $82,448-5.9% |
| Participation rate | 64.9% | 67.9%-3.1pp | 75.0%-10.2pp | 68.1%-3.2pp |
| Annual return | 16.47% | 30.86%-14.4pp | 180.65%-164.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,076 | $3,048-31.9% | $3,689-43.7% | $2,551-18.6% |
| Participant deferral / active EE | $4,890 | $4,036+21.2% | $5,072-3.6% | $4,139+18.1% |
| Admin fee / account holder | $539 | $7,146-92.5% | $8,859-93.9% | $7,234-92.6% |