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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 | $77,608 | $223,823-65.3% | $211,142-63.2% | $154,746-49.8% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 18.64% | 50.39%-31.7pp | 46.84%-28.2pp | 172.34%-153.7pp |
| Employer contribution / active EE | $5,549 | $6,787-18.2% | $6,442-13.9% | $4,379+26.7% |
| Participant deferral / active EE | $9,476 | $9,750-2.8% | $9,284+2.1% | $6,730+40.8% |
| Admin fee / account holder | $430 | $19,707-97.8% | $19,076-97.7% | $14,365-97.0% |