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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 | $77,096 | $115,225-33.1% | $100,712-23.4% | $138,895-44.5% |
| Participation rate | 68.8% | 74.3%-5.6pp | 69.3%-0.5pp | 79.9%-11.2pp |
| Annual return | 19.03% | 40.35%-21.3pp | 33.27%-14.2pp | 145.39%-126.4pp |
| Employer contribution / active EE | $2,199 | $2,771-20.6% | $2,313-4.9% | $4,194-47.6% |
| Participant deferral / active EE | $4,482 | $4,699-4.6% | $4,085+9.7% | $6,396-29.9% |
| Admin fee / account holder | $1,273 | $10,844-88.3% | $9,256-86.3% | $12,562-89.9% |