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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 | $82,618 | $178,174-53.6% | $156,181-47.1% | $137,256-39.8% |
| Participation rate | 58.8% | 82.0%-23.2pp | 78.8%-20.0pp | 80.0%-21.1pp |
| Annual return | 18.87% | 84.19%-65.3pp | 64.87%-46.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,016 | $4,972-59.4% | $4,294-53.0% | $4,156-51.5% |
| Participant deferral / active EE | $6,195 | $6,888-10.1% | $6,132+1.0% | $6,407-3.3% |
| Admin fee / account holder | $11,594 | $17,404-33.4% | $14,586-20.5% | $12,270-5.5% |