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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 | $105,928 | $181,062-41.5% | $158,223-33.1% | $155,188-31.7% |
| Participation rate | 60.0% | 82.7%-22.7pp | 79.2%-19.2pp | 80.8%-20.8pp |
| Annual return | 19.67% | 57.39%-37.7pp | 52.09%-32.4pp | 148.84%-129.2pp |
| Employer contribution / active EE | $2,050 | $4,565-55.1% | $4,109-50.1% | $4,248-51.7% |
| Participant deferral / active EE | $7,105 | $6,134+15.8% | $5,467+30.0% | $6,531+8.8% |
| Admin fee / account holder | $5,438 | $18,825-71.1% | $16,047-66.1% | $14,480-62.4% |