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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 | $76,712 | $154,228-50.3% | $145,433-47.3% | $137,256-44.1% |
| Participation rate | 59.1% | 83.8%-24.7pp | 82.1%-23.0pp | 80.0%-20.9pp |
| Annual return | 16.67% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,675 | $4,804-44.3% | $4,554-41.3% | $4,156-35.6% |
| Participant deferral / active EE | $7,793 | $8,216-5.1% | $7,897-1.3% | $6,407+21.6% |
| Admin fee / account holder | $1,608 | $14,344-88.8% | $13,129-87.7% | $12,270-86.9% |