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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 | $174,379-53.4% | $152,093-46.5% | $138,895-41.4% |
| Participation rate | 57.9% | 81.6%-23.7pp | 77.8%-19.9pp | 79.9%-22.0pp |
| Annual return | 17.48% | 74.86%-57.4pp | 66.36%-48.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $2,391 | $4,652-48.6% | $4,175-42.7% | $4,194-43.0% |
| Participant deferral / active EE | $6,484 | $6,159+5.3% | $5,451+18.9% | $6,396+1.4% |
| Admin fee / account holder | $789 | $16,880-95.3% | $14,497-94.6% | $12,562-93.7% |