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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 | $75,808 | $154,228-50.8% | $145,433-47.9% | $137,256-44.8% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 20.83% | 74.59%-53.8pp | 66.58%-45.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $2,379 | $4,804-50.5% | $4,554-47.8% | $4,156-42.7% |
| Participant deferral / active EE | $4,915 | $8,216-40.2% | $7,897-37.8% | $6,407-23.3% |
| Admin fee / account holder | $324 | $14,344-97.7% | $13,129-97.5% | $12,270-97.4% |