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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 | $65,134 | $154,228-57.8% | $145,433-55.2% | $137,256-52.5% |
| Participation rate | 64.7% | 83.8%-19.1pp | 82.1%-17.4pp | 80.0%-15.3pp |
| Annual return | 17.92% | 74.59%-56.7pp | 66.58%-48.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $4,791 | $4,804-0.3% | $4,554+5.2% | $4,156+15.3% |
| Participant deferral / active EE | $9,215 | $8,216+12.2% | $7,897+16.7% | $6,407+43.8% |
| Admin fee / account holder | $410 | $14,344-97.1% | $13,129-96.9% | $12,270-96.7% |