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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 | $108,833 | $174,379-37.6% | $152,093-28.4% | $138,895-21.6% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 14.05% | 74.86%-60.8pp | 66.36%-52.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $1,172 | $4,652-74.8% | $4,175-71.9% | $4,194-72.1% |
| Participant deferral / active EE | $6,897 | $6,159+12.0% | $5,451+26.5% | $6,396+7.8% |
| Admin fee / account holder | $1,209 | $16,880-92.8% | $14,497-91.7% | $12,562-90.4% |