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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 | $58,256 | $154,228-62.2% | $145,433-59.9% | $137,256-57.6% |
| Participation rate | 68.2% | 83.8%-15.6pp | 82.1%-13.9pp | 80.0%-11.8pp |
| Annual return | 25.72% | 74.59%-48.9pp | 66.58%-40.9pp | 220.34%-194.6pp |
| Employer contribution / active EE | $3,488 | $4,804-27.4% | $4,554-23.4% | $4,156-16.1% |
| Participant deferral / active EE | $6,412 | $8,216-22.0% | $7,897-18.8% | $6,407+0.1% |
| Admin fee / account holder | $3,586 | $14,344-75.0% | $13,129-72.7% | $12,270-70.8% |