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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 | $77,402 | $155,555-50.2% | $146,866-47.3% | $155,188-50.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 16.55% | 115.41%-98.9pp | 102.85%-86.3pp | 148.84%-132.3pp |
| Employer contribution / active EE | $2,260 | $4,647-51.4% | $4,425-48.9% | $4,248-46.8% |
| Participant deferral / active EE | $7,868 | $8,044-2.2% | $7,759+1.4% | $6,531+20.5% |
| Admin fee / account holder | $531 | $14,755-96.4% | $13,620-96.1% | $14,480-96.3% |