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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 | $114,389 | $178,174-35.8% | $156,181-26.8% | $137,256-16.7% |
| Participation rate | 53.3% | 82.0%-28.7pp | 78.8%-25.5pp | 80.0%-26.6pp |
| Annual return | 17.90% | 84.19%-66.3pp | 64.87%-47.0pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,993 | $4,972-59.9% | $4,294-53.6% | $4,156-52.0% |
| Participant deferral / active EE | $6,699 | $6,888-2.7% | $6,132+9.2% | $6,407+4.6% |
| Admin fee / account holder | $624 | $17,404-96.4% | $14,586-95.7% | $12,270-94.9% |