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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 | $71,423 | $172,111-58.5% | $150,298-52.5% | $137,256-48.0% |
| Participation rate | 63.6% | 81.7%-18.1pp | 77.8%-14.1pp | 80.0%-16.3pp |
| Annual return | 15.44% | 69.37%-53.9pp | 62.79%-47.3pp | 220.34%-204.9pp |
| Employer contribution / active EE | $3,515 | $4,636-24.2% | $4,154-15.4% | $4,156-15.4% |
| Participant deferral / active EE | $5,681 | $6,166-7.9% | $5,453+4.2% | $6,407-11.3% |
| Admin fee / account holder | $24,346 | $16,471+47.8% | $14,116+72.5% | $12,270+98.4% |