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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 | $65,178 | $106,247-38.7% | $96,515-32.5% | $139,466-53.3% |
| Participation rate | 68.8% | 77.8%-9.1pp | 74.3%-5.6pp | 80.3%-11.6pp |
| Annual return | 15.55% | 38.47%-22.9pp | 35.73%-20.2pp | 373.66%-358.1pp |
| Employer contribution / active EE | $3,225 | $4,106-21.5% | $3,740-13.8% | $4,754-32.2% |
| Participant deferral / active EE | $7,441 | $5,456+36.4% | $4,880+52.5% | $6,712+10.9% |
| Admin fee / account holder | $391 | $7,885-95.0% | $6,735-94.2% | $11,409-96.6% |