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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 | $85,062 | $117,895-27.8% | $102,460-17.0% | $145,897-41.7% |
| Participation rate | 64.3% | 78.6%-14.3pp | 76.5%-12.2pp | 80.3%-16.0pp |
| Annual return | 14.49% | 31.92%-17.4pp | 29.47%-15.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $3,074 | $3,619-15.1% | $3,025+1.6% | $4,663-34.1% |
| Participant deferral / active EE | $7,819 | $5,736+36.3% | $5,056+54.6% | $6,689+16.9% |
| Admin fee / account holder | $1,060 | $13,353-92.1% | $9,460-88.8% | $13,390-92.1% |