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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 | $59,334 | $227,399-73.9% | $189,758-68.7% | $198,609-70.1% |
| Participation rate | 61.5% | 84.0%-22.5pp | 79.8%-18.3pp | 82.4%-20.8pp |
| Annual return | 19.10% | 61.03%-41.9pp | 52.62%-33.5pp | 202.70%-183.6pp |
| Employer contribution / active EE | $2,543 | $5,526-54.0% | $4,767-46.6% | $5,055-49.7% |
| Participant deferral / active EE | $6,102 | $6,837-10.7% | $5,856+4.2% | $6,977-12.5% |
| Admin fee / account holder | $14,807 | $25,162-41.2% | $20,388-27.4% | $19,030-22.2% |