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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 | $85,306 | $154,228-44.7% | $145,433-41.3% | $137,256-37.8% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 15.49% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $3,515 | $4,804-26.8% | $4,554-22.8% | $4,156-15.4% |
| Participant deferral / active EE | $6,385 | $8,216-22.3% | $7,897-19.1% | $6,407-0.3% |
| Admin fee / account holder | $1,157 | $14,344-91.9% | $13,129-91.2% | $12,270-90.6% |