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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 | $72,880 | $154,228-52.7% | $145,433-49.9% | $137,256-46.9% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.4pp | 80.0%-11.2pp |
| Annual return | 16.31% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $3,806 | $4,804-20.8% | $4,554-16.4% | $4,156-8.4% |
| Participant deferral / active EE | $7,190 | $8,216-12.5% | $7,897-9.0% | $6,407+12.2% |
| Admin fee / account holder | $6,805 | $14,344-52.6% | $13,129-48.2% | $12,270-44.5% |