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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 | $81,526 | $101,798-19.9% | $165,071-50.6% | $80,935+0.7% |
| Participation rate | 67.6% | 71.8%-4.2pp | 78.6%-11.0pp | 67.7%0pp |
| Annual return | 13.40% | 16.73%-3.3pp | 70.17%-56.8pp | 35.66%-22.3pp |
| Employer contribution / active EE | $7,195 | $2,954+143.5% | $4,347+65.5% | $2,757+161.0% |
| Participant deferral / active EE | $9,997 | $4,476+123.3% | $6,035+65.6% | $4,299+132.5% |
| Admin fee / account holder | $14,553 | $8,221+77.0% | $12,695+14.6% | $6,924+110.2% |