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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 | $76,927 | $155,555-50.5% | $146,866-47.6% | $155,188-50.4% |
| Participation rate | 68.2% | 84.0%-15.8pp | 82.5%-14.3pp | 80.8%-12.6pp |
| Annual return | 16.74% | 115.41%-98.7pp | 102.85%-86.1pp | 148.84%-132.1pp |
| Employer contribution / active EE | $2,799 | $4,647-39.8% | $4,425-36.7% | $4,248-34.1% |
| Participant deferral / active EE | $6,952 | $8,044-13.6% | $7,759-10.4% | $6,531+6.4% |
| Admin fee / account holder | $5,300 | $14,755-64.1% | $13,620-61.1% | $14,480-63.4% |