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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 | $87,651 | $185,312-52.7% | $161,489-45.7% | $154,746-43.4% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 19.36% | 103.84%-84.5pp | 89.72%-70.4pp | 172.34%-153.0pp |
| Employer contribution / active EE | $2,502 | $4,769-47.5% | $4,268-41.4% | $4,379-42.9% |
| Participant deferral / active EE | $5,959 | $6,350-6.2% | $5,630+5.8% | $6,730-11.5% |
| Admin fee / account holder | $773 | $18,654-95.9% | $16,006-95.2% | $14,365-94.6% |