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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 | $97,837 | $135,956-28.0% | $123,894-21.0% | $273,972-64.3% |
| Participation rate | 63.2% | 84.1%-20.9pp | 81.4%-18.3pp | 83.0%-19.9pp |
| Annual return | 10.00% | 56.63%-46.6pp | 47.52%-37.5pp | 41.46%-31.5pp |
| Employer contribution / active EE | $4,016 | $5,170-22.3% | $4,617-13.0% | $4,869-17.5% |
| Participant deferral / active EE | $7,313 | $6,343+15.3% | $5,984+22.2% | $5,287+38.3% |
| Admin fee / account holder | $3,921 | $9,817-60.1% | $8,357-53.1% | $10,133-61.3% |