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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 | $80,668 | $172,111-53.1% | $150,298-46.3% | $137,256-41.2% |
| Participation rate | 69.2% | 81.7%-12.5pp | 77.8%-8.5pp | 80.0%-10.7pp |
| Annual return | 13.79% | 69.37%-55.6pp | 62.79%-49.0pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,272 | $4,636-51.0% | $4,154-45.3% | $4,156-45.3% |
| Participant deferral / active EE | $4,768 | $6,166-22.7% | $5,453-12.6% | $6,407-25.6% |
| Admin fee / account holder | $823 | $16,471-95.0% | $14,116-94.2% | $12,270-93.3% |