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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 | $81,109 | $114,119-28.9% | $107,187-24.3% | $138,895-41.6% |
| Participation rate | 63.2% | 78.1%-14.9pp | 75.0%-11.9pp | 79.9%-16.8pp |
| Annual return | 19.94% | 273.21%-253.3pp | 204.55%-184.6pp | 145.39%-125.4pp |
| Employer contribution / active EE | $2,504 | $4,059-38.3% | $3,782-33.8% | $4,194-40.3% |
| Participant deferral / active EE | $7,824 | $5,538+41.3% | $5,096+53.5% | $6,396+22.3% |
| Admin fee / account holder | $3,590 | $10,024-64.2% | $9,162-60.8% | $12,562-71.4% |