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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 | $88,561 | $156,398-43.4% | $147,318-39.9% | $138,895-36.2% |
| Participation rate | 58.8% | 83.8%-24.9pp | 82.1%-23.2pp | 79.9%-21.1pp |
| Annual return | 16.21% | 78.75%-62.5pp | 70.43%-54.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $2,387 | $4,853-50.8% | $4,593-48.0% | $4,194-43.1% |
| Participant deferral / active EE | $7,763 | $8,237-5.8% | $7,906-1.8% | $6,396+21.4% |
| Admin fee / account holder | $6,884 | $14,976-54.0% | $13,708-49.8% | $12,562-45.2% |