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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 | $65,626 | $154,228-57.4% | $145,433-54.9% | $137,256-52.2% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 18.39% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,748 | $4,804-42.8% | $4,554-39.7% | $4,156-33.9% |
| Participant deferral / active EE | $6,535 | $8,216-20.5% | $7,897-17.3% | $6,407+2.0% |
| Admin fee / account holder | $879 | $14,344-93.9% | $13,129-93.3% | $12,270-92.8% |