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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 | $89,787 | $172,111-47.8% | $150,298-40.3% | $137,256-34.6% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 17.85% | 69.37%-51.5pp | 62.79%-44.9pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,827 | $4,636-60.6% | $4,154-56.0% | $4,156-56.0% |
| Participant deferral / active EE | $8,346 | $6,166+35.4% | $5,453+53.1% | $6,407+30.3% |
| Admin fee / account holder | $2,015 | $16,471-87.8% | $14,116-85.7% | $12,270-83.6% |