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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 | $81,331 | $172,111-52.7% | $150,298-45.9% | $137,256-40.7% |
| Participation rate | 57.9% | 81.7%-23.8pp | 77.8%-19.9pp | 80.0%-22.1pp |
| Annual return | 17.48% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,391 | $4,636-48.4% | $4,154-42.4% | $4,156-42.5% |
| Participant deferral / active EE | $6,484 | $6,166+5.2% | $5,453+18.9% | $6,407+1.2% |
| Admin fee / account holder | $789 | $16,471-95.2% | $14,116-94.4% | $12,270-93.6% |