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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 | $61,186 | $172,111-64.4% | $150,298-59.3% | $137,256-55.4% |
| Participation rate | 57.9% | 81.7%-23.8pp | 77.8%-19.9pp | 80.0%-22.1pp |
| Annual return | 19.66% | 69.37%-49.7pp | 62.79%-43.1pp | 220.34%-200.7pp |
| Employer contribution / active EE | $6,842 | $4,636+47.6% | $4,154+64.7% | $4,156+64.6% |
| Participant deferral / active EE | $4,940 | $6,166-19.9% | $5,453-9.4% | $6,407-22.9% |
| Admin fee / account holder | $2,674 | $16,471-83.8% | $14,116-81.1% | $12,270-78.2% |