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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 | $69,812 | $181,062-61.4% | $158,223-55.9% | $155,188-55.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 18.17% | 57.39%-39.2pp | 52.09%-33.9pp | 148.84%-130.7pp |
| Employer contribution / active EE | $2,495 | $4,565-45.3% | $4,109-39.3% | $4,248-41.3% |
| Participant deferral / active EE | $4,529 | $6,134-26.2% | $5,467-17.2% | $6,531-30.7% |
| Admin fee / account holder | $2,245 | $18,825-88.1% | $16,047-86.0% | $14,480-84.5% |