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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 | $71,394 | $114,119-37.4% | $107,187-33.4% | $138,895-48.6% |
| Participation rate | 69.2% | 78.1%-8.8pp | 75.0%-5.8pp | 79.9%-10.7pp |
| Annual return | 16.51% | 273.21%-256.7pp | 204.55%-188.0pp | 145.39%-128.9pp |
| Employer contribution / active EE | $2,264 | $4,059-44.2% | $3,782-40.1% | $4,194-46.0% |
| Participant deferral / active EE | $6,925 | $5,538+25.1% | $5,096+35.9% | $6,396+8.3% |
| Admin fee / account holder | $861 | $10,024-91.4% | $9,162-90.6% | $12,562-93.1% |