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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 | $98,724 | $172,111-42.6% | $150,298-34.3% | $137,256-28.1% |
| Participation rate | 47.1% | 81.7%-34.7pp | 77.8%-30.7pp | 80.0%-32.9pp |
| Annual return | 14.69% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,664 | $4,636-64.1% | $4,154-59.9% | $4,156-60.0% |
| Participant deferral / active EE | $7,784 | $6,166+26.2% | $5,453+42.7% | $6,407+21.5% |
| Admin fee / account holder | $2,467 | $16,471-85.0% | $14,116-82.5% | $12,270-79.9% |