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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 | $73,136 | $174,379-58.1% | $152,093-51.9% | $138,895-47.3% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 19.36% | 74.86%-55.5pp | 66.36%-47.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $3,772 | $4,652-18.9% | $4,175-9.7% | $4,194-10.1% |
| Participant deferral / active EE | $7,134 | $6,159+15.8% | $5,451+30.9% | $6,396+11.5% |
| Admin fee / account holder | $3,782 | $16,880-77.6% | $14,497-73.9% | $12,562-69.9% |