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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 | $92,960 | $156,398-40.6% | $147,318-36.9% | $138,895-33.1% |
| Participation rate | 47.4% | 83.8%-36.4pp | 82.1%-34.7pp | 79.9%-32.6pp |
| Annual return | 16.74% | 78.75%-62.0pp | 70.43%-53.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $2,848 | $4,853-41.3% | $4,593-38.0% | $4,194-32.1% |
| Participant deferral / active EE | $7,968 | $8,237-3.3% | $7,906+0.8% | $6,396+24.6% |
| Admin fee / account holder | $360 | $14,976-97.6% | $13,708-97.4% | $12,562-97.1% |