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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 | $79,892 | $201,264-60.3% | $184,185-56.6% | $145,978-45.3% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 11.19% | 29.00%-17.8pp | 28.81%-17.6pp | 550.52%-539.3pp |
| Employer contribution / active EE | $4,993 | $7,021-28.9% | $6,426-22.3% | $4,662+7.1% |
| Participant deferral / active EE | $13,016 | $9,806+32.7% | $9,132+42.5% | $6,690+94.6% |
| Admin fee / account holder | $5,643 | $16,376-65.5% | $13,909-59.4% | $13,400-57.9% |