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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 | $76,161 | $154,228-50.6% | $145,433-47.6% | $137,256-44.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 19.16% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,209 | $4,804-54.0% | $4,554-51.5% | $4,156-46.9% |
| Participant deferral / active EE | $3,768 | $8,216-54.1% | $7,897-52.3% | $6,407-41.2% |
| Admin fee / account holder | $680 | $14,344-95.3% | $13,129-94.8% | $12,270-94.5% |