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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 | $75,799 | $114,119-33.6% | $107,187-29.3% | $138,895-45.4% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 11.57% | 273.21%-261.6pp | 204.55%-193.0pp | 145.39%-133.8pp |
| Employer contribution / active EE | $2,753 | $4,059-32.2% | $3,782-27.2% | $4,194-34.4% |
| Participant deferral / active EE | $5,109 | $5,538-7.7% | $5,096+0.2% | $6,396-20.1% |
| Admin fee / account holder | $4,281 | $10,024-57.3% | $9,162-53.3% | $12,562-65.9% |