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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 | $70,954 | $117,904-39.8% | $102,457-30.7% | $145,978-51.4% |
| Participation rate | 55.6% | 78.6%-23.0pp | 76.5%-20.9pp | 80.3%-24.7pp |
| Annual return | 9.99% | 31.80%-21.8pp | 29.41%-19.4pp | 550.52%-540.5pp |
| Employer contribution / active EE | $3,197 | $3,613-11.5% | $3,022+5.8% | $4,662-31.4% |
| Participant deferral / active EE | $9,949 | $5,733+73.5% | $5,054+96.8% | $6,690+48.7% |
| Admin fee / account holder | $5,677 | $13,329-57.4% | $9,451-39.9% | $13,400-57.6% |