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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 | $103,760 | $172,111-39.7% | $150,298-31.0% | $137,256-24.4% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 15.43% | 69.37%-53.9pp | 62.79%-47.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,391 | $4,636-48.4% | $4,154-42.5% | $4,156-42.5% |
| Participant deferral / active EE | $6,604 | $6,166+7.1% | $5,453+21.1% | $6,407+3.1% |
| Admin fee / account holder | $1,051 | $16,471-93.6% | $14,116-92.6% | $12,270-91.4% |