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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 | $76,885 | $129,737-40.7% | $119,126-35.5% | $154,746-50.3% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 13.97% | 379.08%-365.1pp | 282.11%-268.1pp | 172.34%-158.4pp |
| Employer contribution / active EE | $2,704 | $4,375-38.2% | $4,034-33.0% | $4,379-38.3% |
| Participant deferral / active EE | $3,978 | $5,842-31.9% | $5,318-25.2% | $6,730-40.9% |
| Admin fee / account holder | $783 | $11,961-93.5% | $10,693-92.7% | $14,365-94.6% |