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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 | $174,379-39.3% | $152,093-30.4% | $138,895-23.7% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 19.67% | 74.86%-55.2pp | 66.36%-46.7pp | 145.39%-125.7pp |
| Employer contribution / active EE | $2,050 | $4,652-55.9% | $4,175-50.9% | $4,194-51.1% |
| Participant deferral / active EE | $7,105 | $6,159+15.3% | $5,451+30.3% | $6,396+11.1% |
| Admin fee / account holder | $5,438 | $16,880-67.8% | $14,497-62.5% | $12,562-56.7% |