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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 | $58,674 | $156,398-62.5% | $147,318-60.2% | $138,895-57.8% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 19.18% | 78.75%-59.6pp | 70.43%-51.3pp | 145.39%-126.2pp |
| Employer contribution / active EE | $2,389 | $4,853-50.8% | $4,593-48.0% | $4,194-43.0% |
| Participant deferral / active EE | $8,200 | $8,237-0.5% | $7,906+3.7% | $6,396+28.2% |
| Admin fee / account holder | $4,648 | $14,976-69.0% | $13,708-66.1% | $12,562-63.0% |