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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 | $96,760 | $178,174-45.7% | $156,181-38.0% | $137,256-29.5% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.8%-21.7pp | 80.0%-22.8pp |
| Annual return | 16.54% | 84.19%-67.7pp | 64.87%-48.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,408 | $4,972-51.6% | $4,294-43.9% | $4,156-42.1% |
| Participant deferral / active EE | $8,961 | $6,888+30.1% | $6,132+46.1% | $6,407+39.9% |
| Admin fee / account holder | $13,610 | $17,404-21.8% | $14,586-6.7% | $12,270+10.9% |