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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 | $59,335 | $172,111-65.5% | $150,298-60.5% | $137,256-56.8% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 16.42% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,261 | $4,636-51.2% | $4,154-45.6% | $4,156-45.6% |
| Participant deferral / active EE | $7,910 | $6,166+28.3% | $5,453+45.1% | $6,407+23.5% |
| Admin fee / account holder | $1,540 | $16,471-90.7% | $14,116-89.1% | $12,270-87.4% |