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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 | $76,170 | $213,785-64.4% | $185,441-58.9% | $155,188-50.9% |
| Participation rate | 69.6% | 83.2%-13.7pp | 80.3%-10.7pp | 80.8%-11.2pp |
| Annual return | 16.02% | 19.97%-4.0pp | 20.16%-4.1pp | 148.84%-132.8pp |
| Employer contribution / active EE | $2,649 | $5,393-50.9% | $4,672-43.3% | $4,248-37.6% |
| Participant deferral / active EE | $4,829 | $6,864-29.7% | $6,152-21.5% | $6,531-26.1% |
| Admin fee / account holder | $321 | $21,134-98.5% | $17,890-98.2% | $14,480-97.8% |