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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 | $86,838 | $154,228-43.7% | $145,433-40.3% | $137,256-36.7% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.6pp | 80.0%-24.4pp |
| Annual return | 19.65% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,666 | $4,804-44.5% | $4,554-41.5% | $4,156-35.9% |
| Participant deferral / active EE | $8,332 | $8,216+1.4% | $7,897+5.5% | $6,407+30.0% |
| Admin fee / account holder | $975 | $14,344-93.2% | $13,129-92.6% | $12,270-92.1% |