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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 | $155,555-51.0% | $146,866-48.1% | $155,188-50.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 19.16% | 115.41%-96.3pp | 102.85%-83.7pp | 148.84%-129.7pp |
| Employer contribution / active EE | $2,209 | $4,647-52.5% | $4,425-50.1% | $4,248-48.0% |
| Participant deferral / active EE | $3,768 | $8,044-53.2% | $7,759-51.4% | $6,531-42.3% |
| Admin fee / account holder | $680 | $14,755-95.4% | $13,620-95.0% | $14,480-95.3% |