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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 | $94,892 | $178,174-46.7% | $156,181-39.2% | $137,256-30.9% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.8%-38.8pp | 80.0%-40.0pp |
| Annual return | 17.78% | 84.19%-66.4pp | 64.87%-47.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,025 | $4,972-59.3% | $4,294-52.8% | $4,156-51.3% |
| Participant deferral / active EE | $9,553 | $6,888+38.7% | $6,132+55.8% | $6,407+49.1% |
| Admin fee / account holder | $348 | $17,404-98.0% | $14,586-97.6% | $12,270-97.2% |