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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 | $110,734 | $77,416+43.0% | $69,464+59.4% | $152,897-27.6% |
| Participation rate | 43.8% | 78.1%-34.3pp | 74.6%-30.9pp | 82.5%-38.7pp |
| Annual return | 24.18% | 39.08%-14.9pp | 28.98%-4.8pp | 345.43%-321.3pp |
| Employer contribution / active EE | $2,211 | $3,315-33.3% | $2,779-20.4% | $4,764-53.6% |
| Participant deferral / active EE | $6,290 | $4,413+42.5% | $3,536+77.9% | $5,851+7.5% |
| Admin fee / account holder | $627 | $6,208-89.9% | $3,840-83.7% | $11,599-94.6% |