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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 | $100,217 | $172,111-41.8% | $150,298-33.3% | $137,256-27.0% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 19.93% | 69.37%-49.4pp | 62.79%-42.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,415 | $4,636-26.3% | $4,154-17.8% | $4,156-17.8% |
| Participant deferral / active EE | $6,886 | $6,166+11.7% | $5,453+26.3% | $6,407+7.5% |
| Admin fee / account holder | $428 | $16,471-97.4% | $14,116-97.0% | $12,270-96.5% |